Morgan Stanley
SMHD

Morgan Stanley’s ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN SMHD Stock Holding History

Morgan Stanley’s Portfolio SMHD Stock Details SMHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-220
Closed -$3K – 6855
2019
Q1 		$3K Buy
+220
New +$3.48K ﹤0.01% 6427

Other funds holding SMHD

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Morgan Stanley's SMHD Position: Q2 2019 in Review

Morgan Stanley sold out of ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN (SMHD) in Q2 2019, closing a stake of 220 shares — an estimated $3K sold.

Morgan Stanley first reported a position in SMHD in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 2 funds tracked by Wall St. Rank hold SMHD as of Q2 2019.

  • Morgan Stanley reported no remaining ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position as of Q2 2019 after selling out during the quarter.
  • Morgan Stanley sold 220 ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN shares in Q2 2019, an estimated $3K.
  • Morgan Stanley first reported a position in ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN in Q1 2019 and held it in 1 quarter.
  • Morgan Stanley's ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position peaked at $3K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN as of Q2 2019.

Based on Morgan Stanley's 13F filing for Q2 2019, filed 14 Aug 2019.