Morgan Stanley’s ISHARES TR FINLS BD ETF MONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,536
Closed -$288K 6966
2015
Q2
$288K Sell
5,536
-450
-8% -$24.3K ﹤0.01% 5061
2015
Q1
$330K Buy
5,986
+1,486
+33% +$81.2K ﹤0.01% 4924
2014
Q4
$240K Sell
4,500
-165
-4% -$8.86K ﹤0.01% 5130
2014
Q3
$247K Hold
4,665
﹤0.01% 5026
2014
Q2
$247K Buy
4,665
+4,500
+2,727% +$237K ﹤0.01% 5048
2014
Q1
$9K Hold
165
﹤0.01% 6157
2013
Q4
$8K Buy
+165
New +$8.48K ﹤0.01% 6091

Morgan Stanley's MONY Position: Q3 2015 in Review

Morgan Stanley sold out of ISHARES TR FINLS BD ETF (MONY) in Q3 2015, closing a stake of 5,536 shares — an estimated $288K sold.

Morgan Stanley first reported a position in MONY in Q4 2013 and held it in 7 quarters. The position peaked at $330K in Q1 2015. 0 funds tracked by Wall St. Rank hold MONY as of Q3 2015.

  • Morgan Stanley reported no remaining ISHARES TR FINLS BD ETF position as of Q3 2015 after selling out during the quarter.
  • Morgan Stanley sold 5,536 ISHARES TR FINLS BD ETF shares in Q3 2015, an estimated $288K.
  • Morgan Stanley first reported a position in ISHARES TR FINLS BD ETF in Q4 2013 and held it in 7 quarters.
  • Morgan Stanley's ISHARES TR FINLS BD ETF position peaked at $330K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES TR FINLS BD ETF as of Q3 2015.

Based on Morgan Stanley's 13F filing for Q3 2015, filed 9 Nov 2015.