Morgan Stanley’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Morgan Stanley’s Portfolio NKBS Stock Details NKBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,564	Closed	-$10K	–	7021
2014 Q3	$10K	Buy	3,564 +64	+2%	+$180	﹤0.01%	6207
2014 Q2	$10K	Buy	3,500 +500	+17%	+$1.43K	﹤0.01%	6202
2014 Q1	$9K	Buy	3,000 +1,000	+50%	+$3K	﹤0.01%	6162
2013 Q4	$6K	Buy	+2,000	New	+$6K	﹤0.01%	6146

Other funds holding NKBS

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Morgan Stanley's NKBS Position: Q4 2014 in Review

Morgan Stanley sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2014, closing a stake of 3,564 shares — an estimated $10K sold.

Morgan Stanley first reported a position in NKBS in Q4 2013 and held it in 4 quarters. The position peaked at $10K in Q3 2014. 1 fund tracked by Wall St. Rank holds NKBS as of Q4 2014.

Morgan Stanley reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2014 after selling out during the quarter.
Morgan Stanley sold 3,564 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2014, an estimated $10K.
Morgan Stanley first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q4 2013 and held it in 4 quarters.
Morgan Stanley's NEWTEK BUSINESS SERVICES, INC. position peaked at $10K in Q3 2014.
1 fund tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2014.

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