EWM
MWR.CL

Edge Wealth Management’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-236
Closed -$6K – 533
2016
Q2 		$6K Hold
236
– – ﹤0.01% 361
2016
Q1 		$6K Hold
236
– – ﹤0.01% 338
2015
Q4 		$6K Hold
236
– – ﹤0.01% 340
2015
Q3 		$6K Hold
236
– – ﹤0.01% 339
2015
Q2 		$6K Hold
236
– – ﹤0.01% 341
2015
Q1 		$6K Hold
236
– – ﹤0.01% 342
2014
Q4 		$6K Hold
236
– – ﹤0.01% 335
2014
Q3 		$6K Buy
+236
New +$5.95K ﹤0.01% 339

Edge Wealth Management's MWR.CL Position: Q3 2016 in Review

Edge Wealth Management sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q3 2016, closing a stake of 236 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in MWR.CL in Q3 2014 and held it in 8 quarters. The position peaked at $6K in Q2 2016. 0 funds tracked by Wall St. Rank hold MWR.CL as of Q3 2016.

  • Edge Wealth Management reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 236 MORGAN STANLEY CAPITAL TRUST III shares in Q3 2016, an estimated $6K.
  • Edge Wealth Management first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q3 2014 and held it in 8 quarters.
  • Edge Wealth Management's MORGAN STANLEY CAPITAL TRUST III position peaked at $6K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.