KCM
MWR.CL

Karp Capital Management’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

Karp Capital Management’s Portfolio MWR.CL Stock Details MWR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,820
Closed -$122K – 327
2015
Q3 		$122K Hold
4,820
– – 0.08% 118
2015
Q2 		$123K Sell
4,820
-200
-4% -$5.09K 0.08% 118
2015
Q1 		$129K Buy
+5,020
New +$128K 0.09% 121

Other funds holding MWR.CL

MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Karp Capital Management's MWR.CL Position: Q4 2015 in Review

Karp Capital Management sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q4 2015, closing a stake of 4,820 shares — an estimated $122K sold.

Karp Capital Management first reported a position in MWR.CL in Q1 2015 and held it in 3 quarters. The position peaked at $129K in Q1 2015. 13 funds tracked by Wall St. Rank hold MWR.CL as of Q4 2015.

  • Karp Capital Management reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 4,820 MORGAN STANLEY CAPITAL TRUST III shares in Q4 2015, an estimated $122K.
  • Karp Capital Management first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q1 2015 and held it in 3 quarters.
  • Karp Capital Management's MORGAN STANLEY CAPITAL TRUST III position peaked at $129K in Q1 2015.
  • 13 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.