Morgan Stanley
MXA

Morgan Stanley’s MINNESOTA MUNI INCM PTFL INC MXA Stock Holding History

Morgan Stanley’s Portfolio MXA Stock Details MXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,105
Closed -$157K – 6960
2014
Q3 		$157K Buy
10,105
+1,951
+24% +$30.9K ﹤0.01% 5267
2014
Q2 		$134K Hold
8,154
– – ﹤0.01% 5358
2014
Q1 		$137K Sell
8,154
-6,575
-45% -$107K ﹤0.01% 5300
2013
Q4 		$218K Buy
+14,729
New +$213K ﹤0.01% 4988

Other funds holding MXA

Wealthquest
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Morgan Stanley's MXA Position: Q4 2014 in Review

Morgan Stanley sold out of MINNESOTA MUNI INCM PTFL INC (MXA) in Q4 2014, closing a stake of 10,105 shares — an estimated $157K sold.

Morgan Stanley first reported a position in MXA in Q4 2013 and held it in 4 quarters. The position peaked at $218K in Q4 2013. 1 fund tracked by Wall St. Rank holds MXA as of Q4 2014.

  • Morgan Stanley reported no remaining MINNESOTA MUNI INCM PTFL INC position as of Q4 2014 after selling out during the quarter.
  • Morgan Stanley sold 10,105 MINNESOTA MUNI INCM PTFL INC shares in Q4 2014, an estimated $157K.
  • Morgan Stanley first reported a position in MINNESOTA MUNI INCM PTFL INC in Q4 2013 and held it in 4 quarters.
  • Morgan Stanley's MINNESOTA MUNI INCM PTFL INC position peaked at $218K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held MINNESOTA MUNI INCM PTFL INC as of Q4 2014.

Based on Morgan Stanley's 13F filing for Q4 2014, filed 13 Feb 2015.