KWMG
MWR.CL

King Wealth Management Group’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

King Wealth Management Group’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
2014
Q4 		– Sell
-23,030
Closed -$582K – 126
2014
Q3 		$582K Buy
+23,030
New +$581K 0.36% 56

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 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

King Wealth Management Group's MWR.CL Position: Q4 2014 in Review

King Wealth Management Group sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q4 2014, closing a stake of 23,030 shares — an estimated $582K sold.

King Wealth Management Group first reported a position in MWR.CL in Q3 2014 and held it in 1 quarter. The position peaked at $582K in Q3 2014. 12 funds tracked by Wall St. Rank hold MWR.CL as of Q4 2014.

  • King Wealth Management Group reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q4 2014 after selling out during the quarter.
  • King Wealth Management Group sold 23,030 MORGAN STANLEY CAPITAL TRUST III shares in Q4 2014, an estimated $582K.
  • King Wealth Management Group first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q3 2014 and held it in 1 quarter.
  • King Wealth Management Group's MORGAN STANLEY CAPITAL TRUST III position peaked at $582K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q4 2014.

Based on King Wealth Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.