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.