Morgan Stanley
KBWI

Morgan Stanley’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Morgan Stanley’s Portfolio KBWI Stock Details KBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,196
Closed -$152K – 6921
2015
Q4 		$152K Buy
2,196
+1,770
+415% +$125K ﹤0.01% 5214
2015
Q3 		$28K Buy
426
+226
+113% +$16K ﹤0.01% 5946
2015
Q2 		$14K Hold
200
– – ﹤0.01% 6234
2015
Q1 		$14K Sell
200
-3,437
-95% -$236K ﹤0.01% 6157
2014
Q4 		$254K Buy
3,637
+2,179
+149% +$146K ﹤0.01% 5098
2014
Q3 		$96K Buy
1,458
+1,258
+629% +$83K ﹤0.01% 5505
2014
Q2 		$13K Buy
200
+100
+100% +$6.51K ﹤0.01% 6138
2014
Q1 		$6K Sell
100
-677
-87% -$43K ﹤0.01% 6228
2013
Q4 		$51K Buy
+777
New +$48.9K ﹤0.01% 5586

Morgan Stanley's KBWI Position: Q1 2016 in Review

Morgan Stanley sold out of POWERSHARES KBW INS PORT (KBWI) in Q1 2016, closing a stake of 2,196 shares — an estimated $152K sold.

Morgan Stanley first reported a position in KBWI in Q4 2013 and held it in 9 quarters. The position peaked at $254K in Q4 2014. 0 funds tracked by Wall St. Rank hold KBWI as of Q1 2016.

  • Morgan Stanley reported no remaining POWERSHARES KBW INS PORT position as of Q1 2016 after selling out during the quarter.
  • Morgan Stanley sold 2,196 POWERSHARES KBW INS PORT shares in Q1 2016, an estimated $152K.
  • Morgan Stanley first reported a position in POWERSHARES KBW INS PORT in Q4 2013 and held it in 9 quarters.
  • Morgan Stanley's POWERSHARES KBW INS PORT position peaked at $254K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q1 2016.

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