Morgan Stanley
EMCF

Morgan Stanley’s Emclaire Financial Corp EMCF Stock Holding History

Morgan Stanley’s Portfolio EMCF Stock Details EMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,127
Closed -$73K – 8067
2022
Q2 		$73K Buy
2,127
+1,040
+96% +$37.1K ﹤0.01% 6430
2022
Q1 		$40K Buy
1,087
+20
+2% +$588 ﹤0.01% 6814
2021
Q4 		$30K Buy
1,067
+9
+0.9% +$253 ﹤0.01% 7055
2021
Q3 		$28K Buy
1,058
+6
+0.6% +$168 ﹤0.01% 6970
2021
Q2 		$32K Hold
1,052
– – ﹤0.01% 6837
2021
Q1 		$30K Hold
1,052
– – ﹤0.01% 6575
2020
Q4 		$32K Buy
1,052
+352
+50% +$8.96K ﹤0.01% 6299
2020
Q3 		$18K Buy
700
+200
+40% +$4.65K ﹤0.01% 6108
2020
Q2 		$10K Hold
500
– – ﹤0.01% 6168
2020
Q1 		$12K Hold
500
– – ﹤0.01% 5980
2019
Q4 		$16K Hold
500
– – ﹤0.01% 6159
2019
Q3 		$16K Sell
500
-2
-0.4% -$66 ﹤0.01% 6077
2019
Q2 		$16K Buy
502
+1
+0.2% +$31 ﹤0.01% 6010
2019
Q1 		$15K Hold
501
– – ﹤0.01% 6098
2018
Q4 		$15K Buy
501
+500
+50,000% +$16.4K ﹤0.01% 6083
2018
Q3 		$0 Hold
1
– – ﹤0.01% 6860
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6790
2018
Q1 		$0 Hold
1
– – ﹤0.01% 6752
2017
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 6703
2016
Q2 		– Sell
-3
Closed – – 6714
2016
Q1 		$0 Sell
3
-1
-25% -$24 ﹤0.01% 6783
2015
Q4 		$0 Hold
4
– – ﹤0.01% 6853
2015
Q3 		$0 Hold
4
– – ﹤0.01% 6772
2015
Q2 		$0 Buy
4
+1
+33% +$24 ﹤0.01% 6797
2015
Q1 		$0 Hold
3
– – ﹤0.01% 6702
2014
Q4 		$0 Hold
3
– – ﹤0.01% 6713
2014
Q3 		$0 Hold
3
– – ﹤0.01% 6699
2014
Q2 		$0 Hold
3
– – ﹤0.01% 6636
2014
Q1 		$0 Buy
+3
New +$76 ﹤0.01% 6579

Other funds holding EMCF

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Morgan Stanley's EMCF Position: Q3 2022 in Review

Morgan Stanley sold out of Emclaire Financial Corp (EMCF) in Q3 2022, closing a stake of 2,127 shares — an estimated $73K sold.

Morgan Stanley first reported a position in EMCF in Q1 2014 and held it in 28 quarters. The position peaked at $73K in Q2 2022. 15 funds tracked by Wall St. Rank hold EMCF as of Q3 2022.

  • Morgan Stanley reported no remaining Emclaire Financial Corp position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 2,127 Emclaire Financial Corp shares in Q3 2022, an estimated $73K.
  • Morgan Stanley first reported a position in Emclaire Financial Corp in Q1 2014 and held it in 28 quarters.
  • Morgan Stanley's Emclaire Financial Corp position peaked at $73K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.