Morgan Stanley
VALX

Morgan Stanley’s Validea Market Legends ETF VALX Stock Holding History

Morgan Stanley’s Portfolio VALX Stock Details VALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,063
Closed -$128K – 6726
2014
Q4 		$128K Buy
+5,063
New +$127K ﹤0.01% 5443

Other funds holding VALX

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Morgan Stanley's VALX Position: Q1 2015 in Review

Morgan Stanley sold out of Validea Market Legends ETF (VALX) in Q1 2015, closing a stake of 5,063 shares — an estimated $128K sold.

Morgan Stanley first reported a position in VALX in Q4 2014 and held it in 1 quarter. The position peaked at $128K in Q4 2014. 1 fund tracked by Wall St. Rank holds VALX as of Q1 2015.

  • Morgan Stanley reported no remaining Validea Market Legends ETF position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 5,063 Validea Market Legends ETF shares in Q1 2015, an estimated $128K.
  • Morgan Stanley first reported a position in Validea Market Legends ETF in Q4 2014 and held it in 1 quarter.
  • Morgan Stanley's Validea Market Legends ETF position peaked at $128K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Validea Market Legends ETF as of Q1 2015.

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