Genesis Wealth Advisors’s MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% MSK.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio MSK.CL Stock Details MSK.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$204K	Buy	8,048 +3,428	+74%	+$87.3K	0.17%	69
2015 Q1	$118K	Hold	4,620	–	–	0.1%	101
2014 Q4	$118K	Buy	+4,620	New	+$117K	0.09%	113

Other funds holding MSK.CL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Genesis Wealth Advisors's MSK.CL Position: Q2 2015 in Review

Genesis Wealth Advisors increased its MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% (MSK.CL) stake by 74% in Q2 2015, buying an estimated $87.3K and bringing the position to 8,048 shares worth $204K. The position accounts for 0.17% of the portfolio, ranked #69.

Genesis Wealth Advisors first reported a position in MSK.CL in Q4 2014 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold MSK.CL as of Q2 2015.

Genesis Wealth Advisors held 8,048 shares of MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% worth $204K as of Q2 2015.
Genesis Wealth Advisors bought 3,428 MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% shares in Q2 2015, an estimated $87.3K.
MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% made up 0.17% of Genesis Wealth Advisors's portfolio in Q2 2015, its #69 holding.
Genesis Wealth Advisors first reported a position in MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% in Q4 2014 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TRUST VIII GTD CAP SECURITIES 6.450% as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.