Morgan Stanley
KCLI

Morgan Stanley’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Morgan Stanley’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-28,265
Closed -$1.08M – 7007
2015
Q4 		$1.08M Sell
28,265
-2,167
-7% -$103K ﹤0.01% 3993
2015
Q3 		$1.43M Buy
30,432
+22,022
+262% +$1.02M ﹤0.01% 3813
2015
Q2 		$384K Buy
8,410
+4,858
+137% +$220K ﹤0.01% 4894
2015
Q1 		$163K Sell
3,552
-4,739
-57% -$220K ﹤0.01% 5304
2014
Q4 		$398K Buy
8,291
+1,125
+16% +$53.6K ﹤0.01% 4840
2014
Q3 		$318K Buy
7,166
+3,393
+90% +$154K ﹤0.01% 4873
2014
Q2 		$171K Buy
3,773
+1,523
+68% +$66.3K ﹤0.01% 5244
2014
Q1 		$108K Buy
2,250
+524
+30% +$25.3K ﹤0.01% 5418
2013
Q4 		$83K Buy
+1,726
New +$80.8K ﹤0.01% 5410
2013
Q3 		– Sell
-6,655
Closed -$255K – 5473
2013
Q2 		$255K Buy
+6,655
New +$247K ﹤0.01% 4699

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Morgan Stanley's KCLI Position: Q1 2016 in Review

Morgan Stanley sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q1 2016, closing a stake of 28,265 shares — an estimated $1.08M sold.

Morgan Stanley first reported a position in KCLI in Q2 2013 and held it in 10 quarters. The position peaked at $1.43M in Q3 2015. 9 funds tracked by Wall St. Rank hold KCLI as of Q1 2016.

  • Morgan Stanley reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q1 2016 after selling out during the quarter.
  • Morgan Stanley sold 28,265 KANSAS CITY LIFE INS CO NEW (MO) shares in Q1 2016, an estimated $1.08M.
  • Morgan Stanley first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2013 and held it in 10 quarters.
  • Morgan Stanley's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $1.43M in Q3 2015.
  • 9 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q1 2016.

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