Fiduciary Trust International of Pennsylvania’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.23M | Buy |
36,103
+635
| +2% | +$21.6K | 0.06% | 192 |
|
|
2019
Q4 | $1.81M | Sell |
35,468
-315
| -0.9% | -$16.1K | 0.07% | 173 |
|
|
2019
Q3 | $1.53M | Sell |
35,783
-900
| -2% | -$38.4K | 0.06% | 204 |
|
|
2019
Q2 | $1.61M | Sell |
36,683
-400
| -1% | -$17.5K | 0.07% | 202 |
|
|
2019
Q1 | $1.57M | Sell |
37,083
-300
| -0.8% | -$12.7K | 0.07% | 181 |
|
|
2018
Q4 | $1.48M | Sell |
37,383
-4,939
| -12% | -$196K | 0.07% | 173 |
|
|
2018
Q3 | $1.97M | Sell |
42,322
-4,924
| -10% | -$229K | 0.08% | 182 |
|
|
2018
Q2 | $2.24M | Sell |
47,246
-92,880
| -66% | -$4.4M | 0.1% | 174 |
|
|
2018
Q1 | $7.56M | Buy |
140,126
+46,076
| +49% | +$2.49M | 0.35% | 86 |
|
|
2017
Q4 | $4.94M | Buy |
94,050
+65,386
| +228% | +$3.43M | 0.22% | 126 |
|
|
2017
Q3 | $1.38M | Buy |
28,664
+310
| +1% | +$14.9K | 0.07% | 187 |
|
|
2017
Q2 | $1.26M | Buy |
28,354
+20,172
| +247% | +$899K | 0.06% | 218 |
|
|
2017
Q1 | $351K | Buy |
8,182
+1,000
| +14% | +$42.9K | 0.03% | 242 |
|
|
2016
Q4 | $303K | Buy |
+7,182
| New | +$303K | 0.02% | 253 |
|
|
2015
Q3 | – | Sell |
-19,932
| Closed | -$773K | – | 354 |
|
|
2015
Q2 | $773K | Buy |
19,932
+8,830
| +80% | +$342K | 0.05% | 237 |
|
|
2015
Q1 | $396K | Sell |
11,102
-140
| -1% | -$4.99K | 0.03% | 257 |
|
|
2014
Q4 | $436K | Buy |
11,242
+1,000
| +10% | +$38.8K | 0.03% | 251 |
|
|
2014
Q3 | $354K | Buy |
10,242
+485
| +5% | +$16.8K | 0.02% | 274 |
|
|
2014
Q2 | $315K | Buy |
9,757
+215
| +2% | +$6.94K | 0.02% | 277 |
|
|
2014
Q1 | $297K | Sell |
9,542
-670
| -7% | -$20.9K | 0.02% | 280 |
|
|
2013
Q4 | $320K | Sell |
10,212
-181
| -2% | -$5.67K | 0.02% | 264 |
|
|
2013
Q3 | $280K | Buy |
10,393
+1,000
| +11% | +$26.9K | 0.02% | 275 |
|
|
2013
Q2 | $229K | Buy |
+9,393
| New | +$229K | 0.02% | 284 |
|