Morgan Stanley
SARA

Morgan Stanley’s SARATOGA RESOURCES INC SARA Stock Holding History

Morgan Stanley’s Portfolio SARA Stock Details SARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,574
Closed -$3K – 6670
2013
Q4 		$3K Buy
+2,574
New +$4.82K ﹤0.01% 6239
2013
Q3 		– Sell
-27,968
Closed -$42K – 5489
2013
Q2 		$42K Buy
+27,968
New +$61K ﹤0.01% 5219

Other funds holding SARA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Morgan Stanley's SARA Position: Q1 2014 in Review

Morgan Stanley sold out of SARATOGA RESOURCES INC (SARA) in Q1 2014, closing a stake of 2,574 shares — an estimated $3K sold.

Morgan Stanley first reported a position in SARA in Q2 2013 and held it in 2 quarters. The position peaked at $42K in Q2 2013. 25 funds tracked by Wall St. Rank hold SARA as of Q1 2014.

  • Morgan Stanley reported no remaining SARATOGA RESOURCES INC position as of Q1 2014 after selling out during the quarter.
  • Morgan Stanley sold 2,574 SARATOGA RESOURCES INC shares in Q1 2014, an estimated $3K.
  • Morgan Stanley first reported a position in SARATOGA RESOURCES INC in Q2 2013 and held it in 2 quarters.
  • Morgan Stanley's SARATOGA RESOURCES INC position peaked at $42K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held SARATOGA RESOURCES INC as of Q1 2014.

Based on Morgan Stanley's 13F filing for Q1 2014, filed 13 May 2014.