Morgan Stanley’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-352
| Closed | -$8K | – | 6703 |
|
|
2016
Q3 | $8K | Buy |
+352
| New | +$7.24K | ﹤0.01% | 6169 |
|
|
2016
Q2 | – | Sell |
-86
| Closed | -$1K | – | 6845 |
|
|
2016
Q1 | $1K | Sell |
86
-3
| -3% | -$25 | ﹤0.01% | 6521 |
|
|
2015
Q4 | $1K | Buy |
+89
| New | +$746 | ﹤0.01% | 6612 |
|
|
2015
Q3 | – | Sell |
-1,089
| Closed | -$9K | – | 6874 |
|
|
2015
Q2 | $9K | Buy |
1,089
+1
| +0.1% | +$9 | ﹤0.01% | 6328 |
|
|
2015
Q1 | $11K | Sell |
1,088
-137
| -11% | -$1.76K | ﹤0.01% | 6212 |
|
|
2014
Q4 | $13K | Sell |
1,225
-326
| -21% | -$2.78K | ﹤0.01% | 6169 |
|
|
2014
Q3 | $14K | Buy |
1,551
+991
| +177% | +$9.54K | ﹤0.01% | 6112 |
|
|
2014
Q2 | $7K | Buy |
560
+479
| +591% | +$5.86K | ﹤0.01% | 6255 |
|
|
2014
Q1 | $1K | Sell |
81
-10
| -11% | -$161 | ﹤0.01% | 6423 |
|
|
2013
Q4 | $2K | Buy |
+91
| New | +$2.24K | ﹤0.01% | 6272 |
|
Morgan Stanley's USMD Position: Q4 2016 in Review
Morgan Stanley sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q4 2016, closing a stake of 352 shares — an estimated $8K sold.
Morgan Stanley first reported a position in USMD in Q4 2013 and held it in 10 quarters. The position peaked at $14K in Q3 2014. 0 funds tracked by Wall St. Rank hold USMD as of Q4 2016.
- Morgan Stanley reported no remaining USMD HLDGS INC COM STK (DE) position as of Q4 2016 after selling out during the quarter.
- Morgan Stanley sold 352 USMD HLDGS INC COM STK (DE) shares in Q4 2016, an estimated $8K.
- Morgan Stanley first reported a position in USMD HLDGS INC COM STK (DE) in Q4 2013 and held it in 10 quarters.
- Morgan Stanley's USMD HLDGS INC COM STK (DE) position peaked at $14K in Q3 2014.
- 0 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q4 2016.
Based on Morgan Stanley's 13F filing for Q4 2016, filed 13 Feb 2017.