Morgan Stanley’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Morgan Stanley’s Portfolio HECO Stock Details HECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-150	Closed	-$6K	–	6854
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	6384
2019 Q3	$6K	Buy	+150	New	+$6.21K	﹤0.01%	6351
2019 Q2	–	Sell	-215	Closed	-$9K	–	6852
2019 Q1	$9K	Buy	+215	New	+$8.61K	﹤0.01%	6221

Other funds holding HECO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley's HECO Position: Q1 2020 in Review

Morgan Stanley sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q1 2020, closing a stake of 150 shares — an estimated $6K sold.

Morgan Stanley first reported a position in HECO in Q1 2019 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 10 funds tracked by Wall St. Rank hold HECO as of Q1 2020.

Morgan Stanley reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q1 2020 after selling out during the quarter.
Morgan Stanley sold 150 Strategy Shares EcoLogical Strategy ETF shares in Q1 2020, an estimated $6K.
Morgan Stanley first reported a position in Strategy Shares EcoLogical Strategy ETF in Q1 2019 and held it in 3 quarters.
Morgan Stanley's Strategy Shares EcoLogical Strategy ETF position peaked at $9K in Q1 2019.
10 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q1 2020.

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