Morgan Stanley
DMRM

Morgan Stanley’s DeltaShares S&P 400 Managed Risk ETF DMRM Stock Holding History

Morgan Stanley’s Portfolio DMRM Stock Details DMRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$5K – 6873
2018
Q2 		$5K Buy
+100
New +$5.41K ﹤0.01% 6449

Other funds holding DMRM

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's DMRM Position: Q3 2018 in Review

Morgan Stanley sold out of DeltaShares S&P 400 Managed Risk ETF (DMRM) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Morgan Stanley first reported a position in DMRM in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 4 funds tracked by Wall St. Rank hold DMRM as of Q3 2018.

  • Morgan Stanley reported no remaining DeltaShares S&P 400 Managed Risk ETF position as of Q3 2018 after selling out during the quarter.
  • Morgan Stanley sold 100 DeltaShares S&P 400 Managed Risk ETF shares in Q3 2018, an estimated $5K.
  • Morgan Stanley first reported a position in DeltaShares S&P 400 Managed Risk ETF in Q2 2018 and held it in 1 quarter.
  • Morgan Stanley's DeltaShares S&P 400 Managed Risk ETF position peaked at $5K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held DeltaShares S&P 400 Managed Risk ETF as of Q3 2018.

Based on Morgan Stanley's 13F filing for Q3 2018, filed 14 Nov 2018.