Morgan Stanley’s Stonegate Mortgage Corporation SGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,427
| Closed | -$139K | – | 6768 |
|
|
2017
Q1 | $139K | Buy |
17,427
+4,036
| +30% | +$29.6K | ﹤0.01% | 5484 |
|
|
2016
Q4 | $80K | Buy |
13,391
+5,285
| +65% | +$24.7K | ﹤0.01% | 5638 |
|
|
2016
Q3 | $37K | Buy |
8,106
+1,413
| +21% | +$5.38K | ﹤0.01% | 5706 |
|
|
2016
Q2 | $22K | Buy |
6,693
+1,566
| +31% | +$7.22K | ﹤0.01% | 5824 |
|
|
2016
Q1 | $29K | Sell |
5,127
-1,576
| -24% | -$7.03K | ﹤0.01% | 5816 |
|
|
2015
Q4 | $37K | Sell |
6,703
-3,009
| -31% | -$17K | ﹤0.01% | 5831 |
|
|
2015
Q3 | $69K | Sell |
9,712
-7,975
| -45% | -$66.8K | ﹤0.01% | 5604 |
|
|
2015
Q2 | $177K | Sell |
17,687
-17,047
| -49% | -$180K | ﹤0.01% | 5304 |
|
|
2015
Q1 | $376K | Buy |
34,734
+14,147
| +69% | +$149K | ﹤0.01% | 4829 |
|
|
2014
Q4 | $246K | Buy |
20,587
+8,097
| +65% | +$102K | ﹤0.01% | 5119 |
|
|
2014
Q3 | $162K | Buy |
12,490
+1,904
| +18% | +$26.4K | ﹤0.01% | 5254 |
|
|
2014
Q2 | $148K | Sell |
10,586
-29,589
| -74% | -$412K | ﹤0.01% | 5310 |
|
|
2014
Q1 | $597K | Buy |
40,175
+38,004
| +1,751% | +$577K | ﹤0.01% | 4430 |
|
|
2013
Q4 | $36K | Buy |
+2,171
| New | +$37.2K | ﹤0.01% | 5719 |
|
Morgan Stanley's SGM Position: Q2 2017 in Review
Morgan Stanley sold out of Stonegate Mortgage Corporation (SGM) in Q2 2017, closing a stake of 17,427 shares — an estimated $139K sold.
Morgan Stanley first reported a position in SGM in Q4 2013 and held it in 14 quarters. The position peaked at $597K in Q1 2014. 0 funds tracked by Wall St. Rank hold SGM as of Q2 2017.
- Morgan Stanley reported no remaining Stonegate Mortgage Corporation position as of Q2 2017 after selling out during the quarter.
- Morgan Stanley sold 17,427 Stonegate Mortgage Corporation shares in Q2 2017, an estimated $139K.
- Morgan Stanley first reported a position in Stonegate Mortgage Corporation in Q4 2013 and held it in 14 quarters.
- Morgan Stanley's Stonegate Mortgage Corporation position peaked at $597K in Q1 2014.
- 0 funds tracked by Wall St. Rank held Stonegate Mortgage Corporation as of Q2 2017.
Based on Morgan Stanley's 13F filing for Q2 2017, filed 11 Aug 2017.