Morgan Stanley’s Wellesley Bancorp, Inc. WEBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$14K | – | 6867 |
|
|
2020
Q1 | $14K | Sell |
500
-47
| -9% | -$1.78K | ﹤0.01% | 5944 |
|
|
2019
Q4 | $25K | Buy |
+547
| New | +$19.7K | ﹤0.01% | 6059 |
|
|
2018
Q2 | – | Sell |
-1
| Closed | – | – | 6817 |
|
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6779 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | +$28 | ﹤0.01% | 6731 |
|
|
2016
Q2 | – | Sell |
-3
| Closed | – | – | 6752 |
|
|
2016
Q1 | $0 | Sell |
3
-1
| -25% | -$19 | ﹤0.01% | 6808 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$75 | ﹤0.01% | 6888 |
|
|
2015
Q3 | – | Sell |
-5
| Closed | – | – | 6801 |
|
|
2015
Q2 | $0 | Buy |
5
+1
| +25% | +$19 | ﹤0.01% | 6818 |
|
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 6725 |
|
|
2014
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 6739 |
|
|
2014
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 6719 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 6655 |
|
|
2014
Q1 | $0 | Buy |
+4
| New | +$76 | ﹤0.01% | 6594 |
|
Morgan Stanley's WEBK Position: Q2 2020 in Review
Morgan Stanley sold out of Wellesley Bancorp, Inc. (WEBK) in Q2 2020, closing a stake of 500 shares — an estimated $14K sold.
Morgan Stanley first reported a position in WEBK in Q1 2014 and held it in 12 quarters. The position peaked at $25K in Q4 2019. 0 funds tracked by Wall St. Rank hold WEBK as of Q2 2020.
- Morgan Stanley reported no remaining Wellesley Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
- Morgan Stanley sold 500 Wellesley Bancorp, Inc. shares in Q2 2020, an estimated $14K.
- Morgan Stanley first reported a position in Wellesley Bancorp, Inc. in Q1 2014 and held it in 12 quarters.
- Morgan Stanley's Wellesley Bancorp, Inc. position peaked at $25K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Wellesley Bancorp, Inc. as of Q2 2020.
Based on Morgan Stanley's 13F filing for Q2 2020, filed 14 Aug 2020.