Morgan Stanley
BTF

Morgan Stanley’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Morgan Stanley’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-205,746
Closed -$5.71M – 6862
2014
Q4 		$5.71M Buy
205,746
+3,115
+2% +$83.2K ﹤0.01% 2601
2014
Q3 		$5.34M Buy
202,631
+7,165
+4% +$186K ﹤0.01% 2590
2014
Q2 		$5.01M Sell
195,466
-50,868
-21% -$1.26M ﹤0.01% 2667
2014
Q1 		$5.99M Buy
246,334
+982
+0.4% +$22.6K ﹤0.01% 2406
2013
Q4 		$5.64M Buy
245,352
+853
+0.3% +$19.1K ﹤0.01% 2464
2013
Q3 		$5.33M Buy
244,499
+14,613
+6% +$323K ﹤0.01% 2370
2013
Q2 		$4.87M Buy
+229,886
New +$4.9M ﹤0.01% 2352

Other funds holding BTF

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Morgan Stanley's BTF Position: Q1 2015 in Review

Morgan Stanley sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q1 2015, closing a stake of 205,746 shares — an estimated $5.71M sold.

Morgan Stanley first reported a position in BTF in Q2 2013 and held it in 7 quarters. The position peaked at $5.99M in Q1 2014. 2 funds tracked by Wall St. Rank hold BTF as of Q1 2015.

  • Morgan Stanley reported no remaining BOULDER TOTAL RETURN FD INC position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 205,746 BOULDER TOTAL RETURN FD INC shares in Q1 2015, an estimated $5.71M.
  • Morgan Stanley first reported a position in BOULDER TOTAL RETURN FD INC in Q2 2013 and held it in 7 quarters.
  • Morgan Stanley's BOULDER TOTAL RETURN FD INC position peaked at $5.99M in Q1 2014.
  • 2 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q1 2015.

Based on Morgan Stanley's 13F filing for Q1 2015, filed 14 May 2015.