CCS
MWR.CL

Crosspoint Capital Strategies’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

Crosspoint Capital Strategies’s Portfolio MWR.CL Stock Details MWR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-129
Closed -$3K – 978
2015
Q4 		$3K Buy
+129
New +$3.29K ﹤0.01% 897

Other funds holding MWR.CL

MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Crosspoint Capital Strategies's MWR.CL Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q1 2016, closing a stake of 129 shares — an estimated $3K sold.

Crosspoint Capital Strategies first reported a position in MWR.CL in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 12 funds tracked by Wall St. Rank hold MWR.CL as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 129 MORGAN STANLEY CAPITAL TRUST III shares in Q1 2016, an estimated $3K.
  • Crosspoint Capital Strategies first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's MORGAN STANLEY CAPITAL TRUST III position peaked at $3K in Q4 2015.
  • 12 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.