Espalier Global Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-109,200
| Closed | -$4.24M | – | 79 |
|
|
2014
Q4 | $4.24M | Sell |
109,200
-40,800
| -27% | -$1.58M | 0.71% | 28 |
|
|
2014
Q3 | $5.19M | Buy |
+150,000
| New | +$5.19M | 0.28% | 34 |
|
|
2014
Q1 | – | Sell |
-500,000
| Closed | -$15.7M | – | 91 |
|
|
2013
Q4 | $15.7M | Buy |
500,000
+85,000
| +20% | +$2.67M | 1.5% | 13 |
|
|
2013
Q3 | $11.2M | Sell |
415,000
-129,031
| -24% | -$3.48M | 1.19% | 18 |
|
|
2013
Q2 | $13.3M | Buy |
+544,031
| New | +$13.3M | 0.93% | 13 |
|