Morgan Stanley’s Smart Powerr CREG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$16K | – | 7725 |
|
|
2022
Q2 | $16K | Sell |
54
-5
| -8% | -$2.15K | ﹤0.01% | 7064 |
|
|
2022
Q1 | $35K | Buy |
59
+2
| +4% | +$1.22K | ﹤0.01% | 6866 |
|
|
2021
Q4 | $31K | Sell |
57
-24
| -30% | -$13.6K | ﹤0.01% | 7022 |
|
|
2021
Q3 | $49K | Buy |
+81
| New | +$58K | ﹤0.01% | 6735 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6675 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$2.27K | – | 6626 |
|
|
2017
Q4 | $1K | Buy |
+1
| New | +$2.33K | ﹤0.01% | 6482 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 6578 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 6527 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 6511 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 6531 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 6594 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6684 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 6534 |
|
|
2015
Q2 | – | Sell |
-2
| Closed | -$19.1K | – | 6509 |
|
|
2015
Q1 | $20K | Hold |
2
| – | – | ﹤0.01% | 6043 |
|
|
2014
Q4 | $16K | Sell |
2
-2
| -50% | -$22.6K | ﹤0.01% | 6109 |
|
|
2014
Q3 | $50K | Buy |
+4
| New | +$57.7K | ﹤0.01% | 5737 |
|
|
2014
Q2 | – | Sell |
-28
| Closed | -$829K | – | 6281 |
|
|
2014
Q1 | $1.11M | Buy |
+28
| New | +$923K | ﹤0.01% | 3901 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 6215 |
|
Other funds holding CREG
Morgan Stanley's CREG Position: Q3 2022 in Review
Morgan Stanley sold out of Smart Powerr (CREG) in Q3 2022, closing a stake of 54 shares — an estimated $16K sold.
Morgan Stanley first reported a position in CREG in Q1 2014 and held it in 9 quarters. The position peaked at $1.11M in Q1 2014. 3 funds tracked by Wall St. Rank hold CREG as of Q3 2022.
- Morgan Stanley reported no remaining Smart Powerr position as of Q3 2022 after selling out during the quarter.
- Morgan Stanley sold 54 Smart Powerr shares in Q3 2022, an estimated $16K.
- Morgan Stanley first reported a position in Smart Powerr in Q1 2014 and held it in 9 quarters.
- Morgan Stanley's Smart Powerr position peaked at $1.11M in Q1 2014.
- 3 funds tracked by Wall St. Rank held Smart Powerr as of Q3 2022.
Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.