FMT
MS icon

First Mercantile Trust’s Morgan Stanley MS Stock Holding History

First Mercantile Trust’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,030
Closed -$340K – 879
2020
Q2 		$340K Buy
7,030
+1,430
+26% +$60.1K 0.04% 249
2020
Q1 		$190K Buy
5,600
+591
+12% +$27.8K 0.03% 357
2019
Q4 		$256K Sell
5,009
-130
-3% -$6.15K 0.03% 384
2019
Q3 		$219K Sell
5,139
-7
-0.1% -$299 0.02% 455
2019
Q2 		$225K Buy
5,146
+471
+10% +$21K 0.02% 403
2019
Q1 		$197K Buy
4,675
+1,295
+38% +$54.5K 0.05% 460
2018
Q4 		$134K Buy
3,380
+1,370
+68% +$59.8K 0.03% 552
2018
Q3 		$94K Sell
2,010
-360
-15% -$17.6K 0.02% 714
2018
Q2 		$112K Buy
+2,370
New +$124K 0.02% 690
2014
Q3 		– Sell
-425
Closed -$14K – 1176
2014
Q2 		$14K Hold
425
– – ﹤0.01% 1096
2014
Q1 		$13K Hold
425
– – ﹤0.01% 1208
2013
Q4 		$13K Hold
425
– – ﹤0.01% 1103
2013
Q3 		$11K Hold
425
– – ﹤0.01% 1113
2013
Q2 		$10K Buy
+425
New +$10.1K ﹤0.01% 1110

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