Morgan Stanley
WG

Morgan Stanley’s Willbros Group WG Stock Holding History

Morgan Stanley’s Portfolio WG Stock Details WG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-128,873
Closed -$183K – 6828
2017
Q4 		$183K Sell
128,873
-31,323
-20% -$65.6K ﹤0.01% 5445
2017
Q3 		$516K Buy
160,196
+49,745
+45% +$119K ﹤0.01% 4867
2017
Q2 		$273K Sell
110,451
-22,013
-17% -$56.2K ﹤0.01% 5159
2017
Q1 		$363K Sell
132,464
-46,306
-26% -$135K ﹤0.01% 5023
2016
Q4 		$579K Buy
178,770
+123,016
+221% +$284K ﹤0.01% 4842
2016
Q3 		$105K Sell
55,754
-125,956
-69% -$258K ﹤0.01% 5286
2016
Q2 		$459K Buy
181,710
+95,905
+112% +$265K ﹤0.01% 4480
2016
Q1 		$183K Buy
85,805
+54,569
+175% +$103K ﹤0.01% 5030
2015
Q4 		$84K Sell
31,236
-24,044
-43% -$58.2K ﹤0.01% 5500
2015
Q3 		$70K Sell
55,280
-47,984
-46% -$50.2K ﹤0.01% 5600
2015
Q2 		$133K Sell
103,264
-64,847
-39% -$144K ﹤0.01% 5444
2015
Q1 		$556K Buy
168,111
+112,885
+204% +$618K ﹤0.01% 4583
2014
Q4 		$346K Sell
55,226
-5,890
-10% -$33.6K ﹤0.01% 4927
2014
Q3 		$509K Sell
61,116
-19,708
-24% -$216K ﹤0.01% 4557
2014
Q2 		$999K Sell
80,824
-25,515
-24% -$304K ﹤0.01% 4053
2014
Q1 		$1.34M Buy
106,339
+91,988
+641% +$880K ﹤0.01% 3752
2013
Q4 		$135K Sell
14,351
-31,966
-69% -$290K ﹤0.01% 5225
2013
Q3 		$426K Buy
46,317
+1,698
+4% +$14.3K ﹤0.01% 4439
2013
Q2 		$274K Buy
+44,619
New +$357K ﹤0.01% 4653

Other funds holding WG

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Morgan Stanley's WG Position: Q1 2018 in Review

Morgan Stanley sold out of Willbros Group (WG) in Q1 2018, closing a stake of 128,873 shares — an estimated $183K sold.

Morgan Stanley first reported a position in WG in Q2 2013 and held it in 19 quarters. The position peaked at $1.34M in Q1 2014. 13 funds tracked by Wall St. Rank hold WG as of Q1 2018.

  • Morgan Stanley reported no remaining Willbros Group position as of Q1 2018 after selling out during the quarter.
  • Morgan Stanley sold 128,873 Willbros Group shares in Q1 2018, an estimated $183K.
  • Morgan Stanley first reported a position in Willbros Group in Q2 2013 and held it in 19 quarters.
  • Morgan Stanley's Willbros Group position peaked at $1.34M in Q1 2014.
  • 13 funds tracked by Wall St. Rank held Willbros Group as of Q1 2018.

Based on Morgan Stanley's 13F filing for Q1 2018, filed 14 May 2018.