Morgan Stanley’s Peoples Financial Corp/MS PFBX Stock Holding History

Morgan Stanley’s Portfolio PFBX Stock Details PFBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,500	Closed	-$22K	–	6810
2017 Q3	$22K	Buy	1,500 +232	+18%	+$3.19K	﹤0.01%	6005
2017 Q2	$17K	Buy	1,268 +268	+27%	+$3.69K	﹤0.01%	6128
2017 Q1	$15K	Buy	+1,000	New	+$15.3K	﹤0.01%	6158
2016 Q2	–	Sell	-7	Closed	–	–	6802
2016 Q1	$0	Sell	7 -2	-22%	-$18	﹤0.01%	6860
2015 Q4	$0	Buy	+9	New	+$84	﹤0.01%	6925
2015 Q3	–	Sell	-10	Closed	–	–	6842
2015 Q2	$0	Buy	10 +1	+11%	+$10	﹤0.01%	6855
2015 Q1	$0	Hold	9	–	–	﹤0.01%	6756
2014 Q4	$0	Hold	9	–	–	﹤0.01%	6771
2014 Q3	$0	Hold	9	–	–	﹤0.01%	6748
2014 Q2	$0	Hold	9	–	–	﹤0.01%	6678
2014 Q1	$0	Buy	+9	New	+$120	﹤0.01%	6616

Other funds holding PFBX

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley's PFBX Position: Q4 2017 in Review

Morgan Stanley sold out of Peoples Financial Corp/MS (PFBX) in Q4 2017, closing a stake of 1,500 shares — an estimated $22K sold.

Morgan Stanley first reported a position in PFBX in Q1 2014 and held it in 11 quarters. The position peaked at $22K in Q3 2017. 3 funds tracked by Wall St. Rank hold PFBX as of Q4 2017.

Morgan Stanley reported no remaining Peoples Financial Corp/MS position as of Q4 2017 after selling out during the quarter.
Morgan Stanley sold 1,500 Peoples Financial Corp/MS shares in Q4 2017, an estimated $22K.
Morgan Stanley first reported a position in Peoples Financial Corp/MS in Q1 2014 and held it in 11 quarters.
Morgan Stanley's Peoples Financial Corp/MS position peaked at $22K in Q3 2017.
3 funds tracked by Wall St. Rank held Peoples Financial Corp/MS as of Q4 2017.

Based on Morgan Stanley's 13F filing for Q4 2017, filed 14 Feb 2018.