Morgan Stanley’s Lake Sunapee Bank Group LSBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-36,527
| Closed | -$862K | – | 6740 |
|
|
2016
Q4 | $862K | Buy |
36,527
+21,325
| +140% | +$437K | ﹤0.01% | 4581 |
|
|
2016
Q3 | $275K | Buy |
15,202
+1,235
| +9% | +$22.2K | ﹤0.01% | 4857 |
|
|
2016
Q2 | $239K | Sell |
13,967
-1,211
| -8% | -$18.8K | ﹤0.01% | 4849 |
|
|
2016
Q1 | $212K | Buy |
15,178
+12,640
| +498% | +$177K | ﹤0.01% | 4945 |
|
|
2015
Q4 | $36K | Sell |
2,538
-6,894
| -73% | -$97.5K | ﹤0.01% | 5840 |
|
|
2015
Q3 | $137K | Sell |
9,432
-15
| -0.2% | -$221 | ﹤0.01% | 5274 |
|
|
2015
Q2 | $136K | Buy |
9,447
+1
| +0% | +$15 | ﹤0.01% | 5435 |
|
|
2015
Q1 | $147K | Hold |
9,446
| – | – | ﹤0.01% | 5358 |
|
|
2014
Q4 | $147K | Hold |
9,446
| – | – | ﹤0.01% | 5387 |
|
|
2014
Q3 | $147K | Sell |
9,446
-520
| -5% | -$7.81K | ﹤0.01% | 5299 |
|
|
2014
Q2 | $152K | Hold |
9,966
| – | – | ﹤0.01% | 5293 |
|
|
2014
Q1 | $147K | Sell |
9,966
-66
| -0.7% | -$988 | ﹤0.01% | 5269 |
|
|
2013
Q4 | $153K | Hold |
10,032
| – | – | ﹤0.01% | 5159 |
|
|
2013
Q3 | $135K | Sell |
10,032
-5,402
| -35% | -$75.5K | ﹤0.01% | 5016 |
|
|
2013
Q2 | $221K | Buy |
+15,434
| New | +$205K | ﹤0.01% | 4786 |
|
Morgan Stanley's LSBG Position: Q1 2017 in Review
Morgan Stanley sold out of Lake Sunapee Bank Group (LSBG) in Q1 2017, closing a stake of 36,527 shares — an estimated $862K sold.
Morgan Stanley first reported a position in LSBG in Q2 2013 and held it in 15 quarters. The position peaked at $862K in Q4 2016. 0 funds tracked by Wall St. Rank hold LSBG as of Q1 2017.
- Morgan Stanley reported no remaining Lake Sunapee Bank Group position as of Q1 2017 after selling out during the quarter.
- Morgan Stanley sold 36,527 Lake Sunapee Bank Group shares in Q1 2017, an estimated $862K.
- Morgan Stanley first reported a position in Lake Sunapee Bank Group in Q2 2013 and held it in 15 quarters.
- Morgan Stanley's Lake Sunapee Bank Group position peaked at $862K in Q4 2016.
- 0 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q1 2017.
Based on Morgan Stanley's 13F filing for Q1 2017, filed 12 May 2017.