Morgan Stanley’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,043
| Closed | -$27K | – | 6945 |
|
|
2019
Q2 | $27K | Hold |
1,043
| – | – | ﹤0.01% | 5839 |
|
|
2019
Q1 | $26K | Sell |
1,043
-47
| -4% | -$1.16K | ﹤0.01% | 5935 |
|
|
2018
Q4 | $27K | Hold |
1,090
| – | – | ﹤0.01% | 5954 |
|
|
2018
Q3 | $29K | Sell |
1,090
-265
| -20% | -$7.08K | ﹤0.01% | 6036 |
|
|
2018
Q2 | $36K | Sell |
1,355
-17,363
| -93% | -$459K | ﹤0.01% | 6000 |
|
|
2018
Q1 | $491K | Sell |
18,718
-8,377
| -31% | -$222K | ﹤0.01% | 5009 |
|
|
2017
Q4 | $708K | Sell |
27,095
-1,246
| -4% | -$32.5K | ﹤0.01% | 4774 |
|
|
2017
Q3 | $734K | Sell |
28,341
-341
| -1% | -$8.88K | ﹤0.01% | 4632 |
|
|
2017
Q2 | $730K | Sell |
28,682
-2,456
| -8% | -$62.3K | ﹤0.01% | 4586 |
|
|
2017
Q1 | $783K | Sell |
31,138
-1,430
| -4% | -$35.4K | ﹤0.01% | 4560 |
|
|
2016
Q4 | $783K | Sell |
32,568
-5,039
| -13% | -$123K | ﹤0.01% | 4644 |
|
|
2016
Q3 | $924K | Sell |
37,607
-1,121
| -3% | -$27.5K | ﹤0.01% | 4093 |
|
|
2016
Q2 | $942K | Sell |
38,728
-10,367
| -21% | -$242K | ﹤0.01% | 4020 |
|
|
2016
Q1 | $1.14M | Buy |
49,095
+7,435
| +18% | +$167K | ﹤0.01% | 3834 |
|
|
2015
Q4 | $927K | Sell |
41,660
-14,776
| -26% | -$346K | ﹤0.01% | 4104 |
|
|
2015
Q3 | $1.33M | Sell |
56,436
-7,706
| -12% | -$188K | ﹤0.01% | 3863 |
|
|
2015
Q2 | $1.63M | Buy |
64,142
+49,298
| +332% | +$1.29M | ﹤0.01% | 3809 |
|
|
2015
Q1 | $395K | Buy |
+14,844
| New | +$391K | ﹤0.01% | 4803 |
|
Morgan Stanley's EFFE Position: Q3 2019 in Review
Morgan Stanley sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q3 2019, closing a stake of 1,043 shares — an estimated $27K sold.
Morgan Stanley first reported a position in EFFE in Q1 2015 and held it in 18 quarters. The position peaked at $1.63M in Q2 2015. 0 funds tracked by Wall St. Rank hold EFFE as of Q3 2019.
- Morgan Stanley reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q3 2019 after selling out during the quarter.
- Morgan Stanley sold 1,043 Global X JPMorgan Efficiente Index ETF shares in Q3 2019, an estimated $27K.
- Morgan Stanley first reported a position in Global X JPMorgan Efficiente Index ETF in Q1 2015 and held it in 18 quarters.
- Morgan Stanley's Global X JPMorgan Efficiente Index ETF position peaked at $1.63M in Q2 2015.
- 0 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q3 2019.
Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.