Morgan Stanley
KIQ

Morgan Stanley’s Kelso Technologies Inc. KIQ Stock Holding History

Morgan Stanley’s Portfolio KIQ Stock Details KIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$1K – 7004
2020
Q2 		$1K Sell
1,000
-208,200
-100% -$117K ﹤0.01% 6570
2020
Q1 		$115K Buy
209,200
+13,600
+7% +$9.57K ﹤0.01% 5136
2019
Q4 		$142K Sell
195,600
-5,100
-3% -$3.95K ﹤0.01% 5542
2019
Q3 		$143K Sell
200,700
-16,200
-7% -$16.2K ﹤0.01% 5309
2019
Q2 		$326K Sell
216,900
-13,600
-6% -$16.8K ﹤0.01% 4816
2019
Q1 		$164K Sell
230,500
-2,800
-1% -$1.74K ﹤0.01% 5167
2018
Q4 		$101K Buy
233,300
+13,000
+6% +$5.78K ﹤0.01% 5560
2018
Q3 		$101K Buy
220,300
+15,000
+7% +$7.11K ﹤0.01% 5688
2018
Q2 		$88K Buy
205,300
+15,500
+8% +$8.17K ﹤0.01% 5773
2018
Q1 		$110K Buy
189,800
+6,000
+3% +$3.69K ﹤0.01% 5678
2017
Q4 		$96K Buy
183,800
+36,000
+24% +$14.5K ﹤0.01% 5646
2017
Q3 		$55K Buy
147,800
+146,800
+14,680% +$94.8K ﹤0.01% 5754
2017
Q2 		$1K Hold
1,000
– – ﹤0.01% 6561
2017
Q1 		$1K Hold
1,000
– – ﹤0.01% 6545
2016
Q4 		$1K Hold
1,000
– – ﹤0.01% 6501
2016
Q3 		$1K Hold
1,000
– – ﹤0.01% 6483
2016
Q2 		$1K Hold
1,000
– – ﹤0.01% 6480
2016
Q1 		$1K Sell
1,000
-250
-20% -$225 ﹤0.01% 6528
2015
Q4 		$1K Sell
1,250
-3,116
-71% -$3.54K ﹤0.01% 6625
2015
Q3 		$7K Hold
4,366
– – ﹤0.01% 6342
2015
Q2 		$13K Hold
4,366
– – ﹤0.01% 6252
2015
Q1 		$20K Buy
4,366
+1,000
+30% +$4.59K ﹤0.01% 6057
2014
Q4 		$20K Buy
+3,366
New +$19.3K ﹤0.01% 6060

Other funds holding KIQ

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley's KIQ Position: Q3 2020 in Review

Morgan Stanley sold out of Kelso Technologies Inc. (KIQ) in Q3 2020, closing a stake of 1,000 shares — an estimated $1K sold.

Morgan Stanley first reported a position in KIQ in Q4 2014 and held it in 23 quarters. The position peaked at $326K in Q2 2019. 10 funds tracked by Wall St. Rank hold KIQ as of Q3 2020.

  • Morgan Stanley reported no remaining Kelso Technologies Inc. position as of Q3 2020 after selling out during the quarter.
  • Morgan Stanley sold 1,000 Kelso Technologies Inc. shares in Q3 2020, an estimated $1K.
  • Morgan Stanley first reported a position in Kelso Technologies Inc. in Q4 2014 and held it in 23 quarters.
  • Morgan Stanley's Kelso Technologies Inc. position peaked at $326K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Kelso Technologies Inc. as of Q3 2020.

Based on Morgan Stanley's 13F filing for Q3 2020, filed 13 Nov 2020.