Morgan Stanley’s Sit Rising Rate ETF RISE Stock Holding History

Morgan Stanley’s Portfolio RISE Stock Details RISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,154	Closed	-$26K	–	6995
2019 Q3	$26K	Hold	1,154	–	–	﹤0.01%	5941
2019 Q2	$26K	Buy	+1,154	New	+$27K	﹤0.01%	5851

Other funds holding RISE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley's RISE Position: Q4 2019 in Review

Morgan Stanley sold out of Sit Rising Rate ETF (RISE) in Q4 2019, closing a stake of 1,154 shares — an estimated $26K sold.

Morgan Stanley first reported a position in RISE in Q2 2019 and held it in 2 quarters. The position peaked at $26K in Q3 2019. 4 funds tracked by Wall St. Rank hold RISE as of Q4 2019.

Morgan Stanley reported no remaining Sit Rising Rate ETF position as of Q4 2019 after selling out during the quarter.
Morgan Stanley sold 1,154 Sit Rising Rate ETF shares in Q4 2019, an estimated $26K.
Morgan Stanley first reported a position in Sit Rising Rate ETF in Q2 2019 and held it in 2 quarters.
Morgan Stanley's Sit Rising Rate ETF position peaked at $26K in Q3 2019.
4 funds tracked by Wall St. Rank held Sit Rising Rate ETF as of Q4 2019.

Based on Morgan Stanley's 13F filing for Q4 2019, filed 14 Feb 2020.