Morgan Stanley’s Alps/Dorsey Wright Sector Momentum ETF SWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-200
Closed -$7K 6942
2018
Q3
$7K Hold
200
﹤0.01% 6392
2018
Q2
$6K Sell
200
-100
-33% -$3.07K ﹤0.01% 6423
2018
Q1
$9K Buy
300
+200
+200% +$6.05K ﹤0.01% 6299
2017
Q4
$3K Buy
+100
New +$2.92K ﹤0.01% 6426

Morgan Stanley's SWIN Position: Q4 2018 in Review

Morgan Stanley sold out of Alps/Dorsey Wright Sector Momentum ETF (SWIN) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Morgan Stanley first reported a position in SWIN in Q4 2017 and held it in 4 quarters. The position peaked at $9K in Q1 2018. 0 funds tracked by Wall St. Rank hold SWIN as of Q4 2018.

  • Morgan Stanley reported no remaining Alps/Dorsey Wright Sector Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Morgan Stanley sold 200 Alps/Dorsey Wright Sector Momentum ETF shares in Q4 2018, an estimated $7K.
  • Morgan Stanley first reported a position in Alps/Dorsey Wright Sector Momentum ETF in Q4 2017 and held it in 4 quarters.
  • Morgan Stanley's Alps/Dorsey Wright Sector Momentum ETF position peaked at $9K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Alps/Dorsey Wright Sector Momentum ETF as of Q4 2018.

Based on Morgan Stanley's 13F filing for Q4 2018, filed 14 Feb 2019.