Morgan Stanley’s SWS GROUP INC SWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-283,314
Closed -$1.96M 6929
2014
Q4
$1.96M Sell
283,314
-15,883
-5% -$112K ﹤0.01% 3583
2014
Q3
$2.06M Sell
299,197
-30,007
-9% -$217K ﹤0.01% 3403
2014
Q2
$2.4M Buy
329,204
+304,845
+1,251% +$2.26M ﹤0.01% 3338
2014
Q1
$182K Buy
24,359
+18,952
+351% +$145K ﹤0.01% 5165
2013
Q4
$33K Buy
+5,407
New +$31.8K ﹤0.01% 5751

Morgan Stanley's SWS Position: Q1 2015 in Review

Morgan Stanley sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 283,314 shares — an estimated $1.96M sold.

Morgan Stanley first reported a position in SWS in Q4 2013 and held it in 5 quarters. The position peaked at $2.4M in Q2 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Morgan Stanley reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 283,314 SWS GROUP INC shares in Q1 2015, an estimated $1.96M.
  • Morgan Stanley first reported a position in SWS GROUP INC in Q4 2013 and held it in 5 quarters.
  • Morgan Stanley's SWS GROUP INC position peaked at $2.4M in Q2 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Morgan Stanley's 13F filing for Q1 2015, filed 14 May 2015.