Investors Trust’s MORGAN STANLEY CAP TR IV MWG.CL Stock Holding History

Investors Trust’s Portfolio MWG.CL Stock Details MWG.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-10,000	Closed	-$247K	–	99
2013 Q4	$247K	Buy	+10,000	New	+$242K	0.19%	83

Other funds holding MWG.CL

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Investors Trust's MWG.CL Position: Q1 2014 in Review

Investors Trust sold out of MORGAN STANLEY CAP TR IV (MWG.CL) in Q1 2014, closing a stake of 10,000 shares — an estimated $247K sold.

Investors Trust first reported a position in MWG.CL in Q4 2013 and held it in 1 quarter. The position peaked at $247K in Q4 2013. 6 funds tracked by Wall St. Rank hold MWG.CL as of Q1 2014.

Investors Trust reported no remaining MORGAN STANLEY CAP TR IV position as of Q1 2014 after selling out during the quarter.
Investors Trust sold 10,000 MORGAN STANLEY CAP TR IV shares in Q1 2014, an estimated $247K.
Investors Trust first reported a position in MORGAN STANLEY CAP TR IV in Q4 2013 and held it in 1 quarter.
Investors Trust's MORGAN STANLEY CAP TR IV position peaked at $247K in Q4 2013.
6 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TR IV as of Q1 2014.

Based on Investors Trust's 13F filing for Q1 2014, filed 15 May 2014.