Morgan Stanley
CFP

Morgan Stanley’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

Morgan Stanley’s Portfolio CFP Stock Details CFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,075
Closed -$32K – 6932
2014
Q4 		$32K Buy
2,075
+1,500
+261% +$23.1K ﹤0.01% 5947
2014
Q3 		$9K Sell
575
-1,286
-69% -$23.3K ﹤0.01% 6224
2014
Q2 		$34K Buy
1,861
+1,611
+644% +$31.8K ﹤0.01% 5890
2014
Q1 		$5K Hold
250
– – ﹤0.01% 6262
2013
Q4 		$5K Sell
250
-21,000
-99% -$431K ﹤0.01% 6171
2013
Q3 		$436K Buy
+21,250
New +$447K ﹤0.01% 4426

Other funds holding CFP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Morgan Stanley's CFP Position: Q1 2015 in Review

Morgan Stanley sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q1 2015, closing a stake of 2,075 shares — an estimated $32K sold.

Morgan Stanley first reported a position in CFP in Q3 2013 and held it in 6 quarters. The position peaked at $436K in Q3 2013. 21 funds tracked by Wall St. Rank hold CFP as of Q1 2015.

  • Morgan Stanley reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 2,075 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q1 2015, an estimated $32K.
  • Morgan Stanley first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q3 2013 and held it in 6 quarters.
  • Morgan Stanley's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $436K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q1 2015.

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