Cupps Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2K | Sell |
76
-6,993
| -99% | -$184K | ﹤0.01% | 169 |
|
|
2016
Q2 | $183K | Sell |
7,069
-45
| -0.6% | -$1.17K | 0.05% | 154 |
|
|
2016
Q1 | $177K | Hold |
7,114
| – | – | 0.03% | 159 |
|
|
2015
Q4 | $226K | Buy |
7,114
+235
| +3% | +$7.47K | 0.03% | 135 |
|
|
2015
Q3 | $216K | Sell |
6,879
-57,498
| -89% | -$1.81M | 0.03% | 138 |
|
|
2015
Q2 | $2.5M | Buy |
64,377
+4,994
| +8% | +$194K | 0.24% | 106 |
|
|
2015
Q1 | $2.12M | Sell |
59,383
-21,782
| -27% | -$777K | 0.19% | 112 |
|
|
2014
Q4 | $3.15M | Buy |
81,165
+19,491
| +32% | +$756K | 0.28% | 95 |
|
|
2014
Q3 | $2.13M | Buy |
61,674
+45,715
| +286% | +$1.58M | 0.2% | 115 |
|
|
2014
Q2 | $515K | Buy |
15,959
+9,310
| +140% | +$300K | 0.04% | 153 |
|
|
2014
Q1 | $207K | Sell |
6,649
-3,625
| -35% | -$113K | 0.02% | 153 |
|
|
2013
Q4 | $322K | Sell |
10,274
-7,500
| -42% | -$235K | 0.02% | 133 |
|
|
2013
Q3 | $479K | Buy |
17,774
+975
| +6% | +$26.3K | 0.03% | 128 |
|
|
2013
Q2 | $410K | Buy |
+16,799
| New | +$410K | 0.03% | 136 |
|