Morgan Stanley’s POWERSHARES KBW CAP MKT PORT KBWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-35
Closed -$2K 6920
2015
Q4
$2K Sell
35
-65
-65% -$3.47K ﹤0.01% 6541
2015
Q3
$5K Buy
+100
New +$5.44K ﹤0.01% 6395
2014
Q2
Sell
-74
Closed -$4K 6705
2014
Q1
$4K Sell
74
-572
-89% -$27.7K ﹤0.01% 6287
2013
Q4
$32K Buy
+646
New +$30.3K ﹤0.01% 5763

Morgan Stanley's KBWC Position: Q1 2016 in Review

Morgan Stanley sold out of POWERSHARES KBW CAP MKT PORT (KBWC) in Q1 2016, closing a stake of 35 shares — an estimated $2K sold.

Morgan Stanley first reported a position in KBWC in Q4 2013 and held it in 4 quarters. The position peaked at $32K in Q4 2013. 0 funds tracked by Wall St. Rank hold KBWC as of Q1 2016.

  • Morgan Stanley reported no remaining POWERSHARES KBW CAP MKT PORT position as of Q1 2016 after selling out during the quarter.
  • Morgan Stanley sold 35 POWERSHARES KBW CAP MKT PORT shares in Q1 2016, an estimated $2K.
  • Morgan Stanley first reported a position in POWERSHARES KBW CAP MKT PORT in Q4 2013 and held it in 4 quarters.
  • Morgan Stanley's POWERSHARES KBW CAP MKT PORT position peaked at $32K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held POWERSHARES KBW CAP MKT PORT as of Q1 2016.

Based on Morgan Stanley's 13F filing for Q1 2016, filed 12 May 2016.