GCAC
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Guardian Capital Advisors (Canada)’s Morgan Stanley MS Stock Holding History

Guardian Capital Advisors (Canada)’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
2023
Q3 		– Sell
-3,500
Closed -$300K – 177
2023
Q2 		$300K Buy
+3,500
New +$299K 0.03% 143
2015
Q3 		– Sell
-18,200
Closed -$725K – 182
2015
Q2 		$725K Buy
18,200
+475
+3% +$18.1K 0.14% 104
2015
Q1 		$784K Sell
17,725
-5,400
-23% -$194K 0.12% 113
2014
Q4 		$974K Hold
23,125
– – 0.16% 101
2014
Q3 		$912K Buy
23,125
+200
+0.9% +$6.66K 0.15% 105
2014
Q2 		$742K Hold
22,925
– – 0.13% 110
2014
Q1 		$708K Sell
22,925
-4,240
-16% -$131K 0.14% 111
2013
Q4 		$900K Sell
27,165
-3,475
-11% -$103K 0.18% 105
2013
Q3 		$835K Sell
30,640
-4,550
-13% -$122K 0.18% 102
2013
Q2 		$846K Buy
+35,190
New +$835K 0.24% 86

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