Morgan Stanley’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-265
Closed -$7K 6975
2019
Q4
$7K Sell
265
-1,573
-86% -$40.1K ﹤0.01% 6362
2019
Q3
$47K Buy
1,838
+300
+20% +$7.69K ﹤0.01% 5747
2019
Q2
$39K Buy
1,538
+265
+21% +$6.66K ﹤0.01% 5711
2019
Q1
$32K Hold
1,273
﹤0.01% 5863
2018
Q4
$30K Hold
1,273
﹤0.01% 5927
2018
Q3
$32K Hold
1,273
﹤0.01% 6013
2018
Q2
$32K Sell
1,273
-4
-0.3% -$101 ﹤0.01% 6034
2018
Q1
$32K Buy
1,277
+1,273
+31,825% +$33.2K ﹤0.01% 6016
2017
Q4
$0 Buy
+4
New +$108 ﹤0.01% 6927
2017
Q2
Sell
-400
Closed -$11.1K 6870
2017
Q1
$11K Sell
400
-1,261
-76% -$35.1K ﹤0.01% 6228
2016
Q4
$46K Buy
+1,661
New +$45K ﹤0.01% 5775

Morgan Stanley's DWIN Position: Q1 2020 in Review

Morgan Stanley sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2020, closing a stake of 265 shares — an estimated $7K sold.

Morgan Stanley first reported a position in DWIN in Q4 2016 and held it in 11 quarters. The position peaked at $47K in Q3 2019. 0 funds tracked by Wall St. Rank hold DWIN as of Q1 2020.

  • Morgan Stanley reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • Morgan Stanley sold 265 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2020, an estimated $7K.
  • Morgan Stanley first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q4 2016 and held it in 11 quarters.
  • Morgan Stanley's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $47K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2020.

Based on Morgan Stanley's 13F filing for Q1 2020, filed 15 May 2020.