Morgan Stanley
SPP

Morgan Stanley’s SAPPI LTD ADS(RP 1 0RD SH) SPP Stock Holding History

Morgan Stanley’s Portfolio SPP Stock Details SPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,250
Closed -$25K – 6469
2013
Q3 		$25K Sell
10,250
-1,464
-12% -$3.67K ﹤0.01% 5263
2013
Q2 		$29K Buy
+11,714
New +$31.1K ﹤0.01% 5253

Other funds holding SPP

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

Morgan Stanley's SPP Position: Q4 2013 in Review

Morgan Stanley sold out of SAPPI LTD ADS(RP 1 0RD SH) (SPP) in Q4 2013, closing a stake of 10,250 shares — an estimated $25K sold.

Morgan Stanley first reported a position in SPP in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q2 2013. 6 funds tracked by Wall St. Rank hold SPP as of Q4 2013.

  • Morgan Stanley reported no remaining SAPPI LTD ADS(RP 1 0RD SH) position as of Q4 2013 after selling out during the quarter.
  • Morgan Stanley sold 10,250 SAPPI LTD ADS(RP 1 0RD SH) shares in Q4 2013, an estimated $25K.
  • Morgan Stanley first reported a position in SAPPI LTD ADS(RP 1 0RD SH) in Q2 2013 and held it in 2 quarters.
  • Morgan Stanley's SAPPI LTD ADS(RP 1 0RD SH) position peaked at $29K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held SAPPI LTD ADS(RP 1 0RD SH) as of Q4 2013.

Based on Morgan Stanley's 13F filing for Q4 2013, filed 13 Feb 2014.