Morgan Stanley
ALPS

Morgan Stanley’s Alpine Summit Energy Partners ALPS Stock Holding History

Morgan Stanley’s Portfolio ALPS Stock Details ALPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,600
Closed -$13.6K – 7830
2023
Q2 		$13.6K Buy
22,600
+20,100
+804% +$14.3K ﹤0.01% 6698
2023
Q1 		$1.32K Buy
+2,500
New +$8.1K ﹤0.01% 7311

Other funds holding ALPS

RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Morgan Stanley's ALPS Position: Q3 2023 in Review

Morgan Stanley sold out of Alpine Summit Energy Partners (ALPS) in Q3 2023, closing a stake of 22,600 shares — an estimated $13.6K sold.

Morgan Stanley first reported a position in ALPS in Q1 2023 and held it in 2 quarters. The position peaked at $13.6K in Q2 2023. 3 funds tracked by Wall St. Rank hold ALPS as of Q3 2023.

  • Morgan Stanley reported no remaining Alpine Summit Energy Partners position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 22,600 Alpine Summit Energy Partners shares in Q3 2023, an estimated $13.6K.
  • Morgan Stanley first reported a position in Alpine Summit Energy Partners in Q1 2023 and held it in 2 quarters.
  • Morgan Stanley's Alpine Summit Energy Partners position peaked at $13.6K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.