Morgan Stanley’s Invesco Insider Sentiment ETF NFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,344
| Closed | -$1.76M | – | 6943 |
|
|
2019
Q4 | $1.76M | Sell |
24,344
-766
| -3% | -$54.3K | ﹤0.01% | 4133 |
|
|
2019
Q3 | $1.76M | Sell |
25,110
-778
| -3% | -$54.3K | ﹤0.01% | 3906 |
|
|
2019
Q2 | $1.78M | Sell |
25,888
-32,653
| -56% | -$2.18M | ﹤0.01% | 3865 |
|
|
2019
Q1 | $3.81M | Sell |
58,541
-1,448
| -2% | -$89.8K | ﹤0.01% | 2974 |
|
|
2018
Q4 | $3.39M | Sell |
59,989
-2,057
| -3% | -$126K | ﹤0.01% | 3314 |
|
|
2018
Q3 | $4.14M | Buy |
62,046
+7,882
| +15% | +$521K | ﹤0.01% | 3377 |
|
|
2018
Q2 | $3.5M | Sell |
54,164
-1,448
| -3% | -$92.9K | ﹤0.01% | 3565 |
|
|
2018
Q1 | $3.52M | Sell |
55,612
-5,867
| -10% | -$372K | ﹤0.01% | 3427 |
|
|
2017
Q4 | $3.81M | Sell |
61,479
-5,276
| -8% | -$323K | ﹤0.01% | 3390 |
|
|
2017
Q3 | $3.95M | Sell |
66,755
-1,949
| -3% | -$112K | ﹤0.01% | 3227 |
|
|
2017
Q2 | $3.83M | Sell |
68,704
-749
| -1% | -$41.1K | ﹤0.01% | 3159 |
|
|
2017
Q1 | $3.7M | Buy |
69,453
+14,637
| +27% | +$756K | ﹤0.01% | 3196 |
|
|
2016
Q4 | $2.7M | Sell |
54,816
-2,417
| -4% | -$119K | ﹤0.01% | 3650 |
|
|
2016
Q3 | $2.87M | Sell |
57,233
-3,066
| -5% | -$153K | ﹤0.01% | 3195 |
|
|
2016
Q2 | $2.89M | Sell |
60,299
-4,756
| -7% | -$225K | ﹤0.01% | 3118 |
|
|
2016
Q1 | $3.02M | Sell |
65,055
-39,666
| -38% | -$1.73M | ﹤0.01% | 2984 |
|
|
2015
Q4 | $4.87M | Sell |
104,721
-3,876
| -4% | -$184K | ﹤0.01% | 2682 |
|
|
2015
Q3 | $4.85M | Buy |
108,597
+4,273
| +4% | +$206K | ﹤0.01% | 2682 |
|
|
2015
Q2 | $5.24M | Sell |
104,324
-4,148
| -4% | -$210K | ﹤0.01% | 2748 |
|
|
2015
Q1 | $5.37M | Sell |
108,472
-1,168
| -1% | -$57K | ﹤0.01% | 2683 |
|
|
2014
Q4 | $5.38M | Sell |
109,640
-24,427
| -18% | -$1.17M | ﹤0.01% | 2656 |
|
|
2014
Q3 | $6.28M | Buy |
134,067
+2,763
| +2% | +$134K | ﹤0.01% | 2443 |
|
|
2014
Q2 | $6.51M | Buy |
131,304
+9,030
| +7% | +$430K | ﹤0.01% | 2429 |
|
|
2014
Q1 | $5.82M | Sell |
122,274
-11,135
| -8% | -$520K | ﹤0.01% | 2446 |
|
|
2013
Q4 | $6.25M | Buy |
133,409
+39,071
| +41% | +$1.75M | ﹤0.01% | 2372 |
|
|
2013
Q3 | $4.04M | Sell |
94,338
-40,234
| -30% | -$1.7M | ﹤0.01% | 2633 |
|
|
2013
Q2 | $5.37M | Buy |
+134,572
| New | +$5.36M | ﹤0.01% | 2257 |
|
Morgan Stanley's NFO Position: Q1 2020 in Review
Morgan Stanley sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 24,344 shares — an estimated $1.76M sold.
Morgan Stanley first reported a position in NFO in Q2 2013 and held it in 27 quarters. The position peaked at $6.51M in Q2 2014. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.
- Morgan Stanley reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
- Morgan Stanley sold 24,344 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $1.76M.
- Morgan Stanley first reported a position in Invesco Insider Sentiment ETF in Q2 2013 and held it in 27 quarters.
- Morgan Stanley's Invesco Insider Sentiment ETF position peaked at $6.51M in Q2 2014.
- 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.
Based on Morgan Stanley's 13F filing for Q1 2020, filed 15 May 2020.