Morgan Stanley’s Direxion iBillionaire Index ETF IBLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,046
| Closed | -$200K | – | 6942 |
|
|
2018
Q1 | $200K | Buy |
6,046
+353
| +6% | +$12K | ﹤0.01% | 5470 |
|
|
2017
Q4 | $183K | Hold |
5,693
| – | – | ﹤0.01% | 5444 |
|
|
2017
Q3 | $174K | Sell |
5,693
-300
| -5% | -$8.99K | ﹤0.01% | 5413 |
|
|
2017
Q2 | $172K | Sell |
5,993
-12
| -0.2% | -$338 | ﹤0.01% | 5415 |
|
|
2017
Q1 | $165K | Sell |
6,005
-1,543
| -20% | -$41.6K | ﹤0.01% | 5411 |
|
|
2016
Q4 | $189K | Sell |
7,548
-1,619
| -18% | -$40.8K | ﹤0.01% | 5378 |
|
|
2016
Q3 | $231K | Sell |
9,167
-1,628
| -15% | -$41.3K | ﹤0.01% | 4951 |
|
|
2016
Q2 | $262K | Sell |
10,795
-5,593
| -34% | -$136K | ﹤0.01% | 4800 |
|
|
2016
Q1 | $399K | Sell |
16,388
-4,544
| -22% | -$104K | ﹤0.01% | 4579 |
|
|
2015
Q4 | $510K | Sell |
20,932
-9,926
| -32% | -$240K | ﹤0.01% | 4533 |
|
|
2015
Q3 | $696K | Sell |
30,858
-6,347
| -17% | -$158K | ﹤0.01% | 4386 |
|
|
2015
Q2 | $939K | Sell |
37,205
-20,511
| -36% | -$535K | ﹤0.01% | 4250 |
|
|
2015
Q1 | $1.5M | Buy |
57,716
+497
| +0.9% | +$12.8K | ﹤0.01% | 3824 |
|
|
2014
Q4 | $1.49M | Buy |
57,219
+46,682
| +443% | +$1.18M | ﹤0.01% | 3810 |
|
|
2014
Q3 | $267K | Buy |
+10,537
| New | +$270K | ﹤0.01% | 4983 |
|
Morgan Stanley's IBLN Position: Q2 2018 in Review
Morgan Stanley sold out of Direxion iBillionaire Index ETF (IBLN) in Q2 2018, closing a stake of 6,046 shares — an estimated $200K sold.
Morgan Stanley first reported a position in IBLN in Q3 2014 and held it in 15 quarters. The position peaked at $1.5M in Q1 2015. 1 fund tracked by Wall St. Rank holds IBLN as of Q2 2018.
- Morgan Stanley reported no remaining Direxion iBillionaire Index ETF position as of Q2 2018 after selling out during the quarter.
- Morgan Stanley sold 6,046 Direxion iBillionaire Index ETF shares in Q2 2018, an estimated $200K.
- Morgan Stanley first reported a position in Direxion iBillionaire Index ETF in Q3 2014 and held it in 15 quarters.
- Morgan Stanley's Direxion iBillionaire Index ETF position peaked at $1.5M in Q1 2015.
- 1 fund tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q2 2018.
Based on Morgan Stanley's 13F filing for Q2 2018, filed 14 Aug 2018.