Morgan Stanley’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,882
| Closed | -$3K | – | 6935 |
|
|
2020
Q2 | $3K | Sell |
3,882
-5,222
| -57% | -$2.38K | ﹤0.01% | 6419 |
|
|
2020
Q1 | $3K | Sell |
9,104
-2,332
| -20% | -$1.21K | ﹤0.01% | 6357 |
|
|
2019
Q4 | $5K | Sell |
11,436
-18
| -0.2% | -$9 | ﹤0.01% | 6409 |
|
|
2019
Q3 | $4K | Sell |
11,454
-6,939
| -38% | -$3.24K | ﹤0.01% | 6416 |
|
|
2019
Q2 | $13K | Buy |
18,393
+5,598
| +44% | +$6.24K | ﹤0.01% | 6070 |
|
|
2019
Q1 | $31K | Sell |
12,795
-7,298
| -36% | -$51.7K | ﹤0.01% | 5875 |
|
|
2018
Q4 | $162K | Buy |
20,093
+6,790
| +51% | +$64.9K | ﹤0.01% | 5367 |
|
|
2018
Q3 | $134K | Sell |
13,303
-35,499
| -73% | -$342K | ﹤0.01% | 5606 |
|
|
2018
Q2 | $427K | Buy |
48,802
+9,215
| +23% | +$97.9K | ﹤0.01% | 5206 |
|
|
2018
Q1 | $410K | Buy |
39,587
+7,657
| +24% | +$130K | ﹤0.01% | 5118 |
|
|
2017
Q4 | $657K | Buy |
31,930
+8,002
| +33% | +$155K | ﹤0.01% | 4821 |
|
|
2017
Q3 | $452K | Buy |
23,928
+958
| +4% | +$15.5K | ﹤0.01% | 4946 |
|
|
2017
Q2 | $343K | Sell |
22,970
-2,627
| -10% | -$37K | ﹤0.01% | 5025 |
|
|
2017
Q1 | $349K | Sell |
25,597
-17,261
| -40% | -$266K | ﹤0.01% | 5046 |
|
|
2016
Q4 | $774K | Buy |
42,858
+31,104
| +265% | +$529K | ﹤0.01% | 4651 |
|
|
2016
Q3 | $186K | Sell |
11,754
-1,273
| -10% | -$21.5K | ﹤0.01% | 5052 |
|
|
2016
Q2 | $224K | Sell |
13,027
-2,998
| -19% | -$52.9K | ﹤0.01% | 4874 |
|
|
2016
Q1 | $291K | Buy |
16,025
+9,423
| +143% | +$166K | ﹤0.01% | 4764 |
|
|
2015
Q4 | $132K | Buy |
6,602
+2,784
| +73% | +$53.9K | ﹤0.01% | 5272 |
|
|
2015
Q3 | $70K | Sell |
3,818
-29,663
| -89% | -$530K | ﹤0.01% | 5598 |
|
|
2015
Q2 | $664K | Sell |
33,481
-45,605
| -58% | -$864K | ﹤0.01% | 4505 |
|
|
2015
Q1 | $1.4M | Buy |
79,086
+3,210
| +4% | +$55.4K | ﹤0.01% | 3880 |
|
|
2014
Q4 | $1.24M | Buy |
75,876
+36,331
| +92% | +$546K | ﹤0.01% | 3974 |
|
|
2014
Q3 | $546K | Buy |
39,545
+907
| +2% | +$12.9K | ﹤0.01% | 4508 |
|
|
2014
Q2 | $585K | Buy |
38,638
+3,510
| +10% | +$51.4K | ﹤0.01% | 4467 |
|
|
2014
Q1 | $481K | Sell |
35,128
-3,673
| -9% | -$48.1K | ﹤0.01% | 4592 |
|
|
2013
Q4 | $571K | Buy |
+38,801
| New | +$470K | ﹤0.01% | 4353 |
|
Other funds holding AFH
Morgan Stanley's AFH Position: Q3 2020 in Review
Morgan Stanley sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q3 2020, closing a stake of 3,882 shares — an estimated $3K sold.
Morgan Stanley first reported a position in AFH in Q4 2013 and held it in 27 quarters. The position peaked at $1.4M in Q1 2015. 1 fund tracked by Wall St. Rank holds AFH as of Q3 2020.
- Morgan Stanley reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q3 2020 after selling out during the quarter.
- Morgan Stanley sold 3,882 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q3 2020, an estimated $3K.
- Morgan Stanley first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q4 2013 and held it in 27 quarters.
- Morgan Stanley's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $1.4M in Q1 2015.
- 1 fund tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q3 2020.
Based on Morgan Stanley's 13F filing for Q3 2020, filed 13 Nov 2020.