Morgan Stanley
CFD

Morgan Stanley’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

Morgan Stanley’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,607
Closed -$278K – 6760
2016
Q3 		$278K Sell
30,607
-12,784
-29% -$119K ﹤0.01% 4850
2016
Q2 		$426K Buy
43,391
+7,090
+20% +$66.4K ﹤0.01% 4520
2016
Q1 		$324K Sell
36,301
-14,294
-28% -$124K ﹤0.01% 4690
2015
Q4 		$457K Sell
50,595
-120
-0.2% -$1.17K ﹤0.01% 4603
2015
Q3 		$523K Sell
50,715
-8,855
-15% -$96.9K ﹤0.01% 4582
2015
Q2 		$710K Buy
59,570
+10,200
+21% +$124K ﹤0.01% 4456
2015
Q1 		$587K Sell
49,370
-973
-2% -$11.9K ﹤0.01% 4556
2014
Q4 		$646K Sell
50,343
-25,927
-34% -$333K ﹤0.01% 4490
2014
Q3 		$1.05M Sell
76,270
-4,526
-6% -$69K ﹤0.01% 3986
2014
Q2 		$1.31M Buy
80,796
+30,001
+59% +$487K ﹤0.01% 3833
2014
Q1 		$807K Buy
50,795
+23,514
+86% +$371K ﹤0.01% 4176
2013
Q4 		$414K Sell
27,281
-21,016
-44% -$327K ﹤0.01% 4588
2013
Q3 		$799K Sell
48,297
-5,055
-9% -$85.8K ﹤0.01% 3983
2013
Q2 		$911K Buy
+53,352
New +$1M ﹤0.01% 3800

Other funds holding CFD

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Morgan Stanley's CFD Position: Q4 2016 in Review

Morgan Stanley sold out of Nuveen Diversified Commodity Fnd (CFD) in Q4 2016, closing a stake of 30,607 shares — an estimated $278K sold.

Morgan Stanley first reported a position in CFD in Q2 2013 and held it in 14 quarters. The position peaked at $1.31M in Q2 2014. 2 funds tracked by Wall St. Rank hold CFD as of Q4 2016.

  • Morgan Stanley reported no remaining Nuveen Diversified Commodity Fnd position as of Q4 2016 after selling out during the quarter.
  • Morgan Stanley sold 30,607 Nuveen Diversified Commodity Fnd shares in Q4 2016, an estimated $278K.
  • Morgan Stanley first reported a position in Nuveen Diversified Commodity Fnd in Q2 2013 and held it in 14 quarters.
  • Morgan Stanley's Nuveen Diversified Commodity Fnd position peaked at $1.31M in Q2 2014.
  • 2 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q4 2016.

Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.