Morgan Stanley’s Invesco Wilshire US REIT ETF WREI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-530
| Closed | -$23K | – | 6857 |
|
|
2018
Q4 | $23K | Sell |
530
-1,250
| -70% | -$56.2K | ﹤0.01% | 5992 |
|
|
2018
Q3 | $82K | Buy |
+1,780
| New | +$83K | ﹤0.01% | 5744 |
|
|
2018
Q2 | – | Sell |
-1,780
| Closed | -$76K | – | 6846 |
|
|
2018
Q1 | $76K | Sell |
1,780
-100
| -5% | -$4.36K | ﹤0.01% | 5783 |
|
|
2017
Q4 | $89K | Hold |
1,880
| – | – | ﹤0.01% | 5672 |
|
|
2017
Q3 | $87K | Sell |
1,880
-71
| -4% | -$3.33K | ﹤0.01% | 5616 |
|
|
2017
Q2 | $92K | Buy |
1,951
+4
| +0.2% | +$188 | ﹤0.01% | 5669 |
|
|
2017
Q1 | $91K | Sell |
1,947
-91
| -4% | -$4.29K | ﹤0.01% | 5638 |
|
|
2016
Q4 | $96K | Sell |
2,038
-2,228
| -52% | -$103K | ﹤0.01% | 5587 |
|
|
2016
Q3 | $209K | Buy |
4,266
+469
| +12% | +$23.6K | ﹤0.01% | 5000 |
|
|
2016
Q2 | $189K | Buy |
3,797
+1,873
| +97% | +$89.1K | ﹤0.01% | 4969 |
|
|
2016
Q1 | $91K | Sell |
1,924
-489
| -20% | -$21.7K | ﹤0.01% | 5362 |
|
|
2015
Q4 | $111K | Hold |
2,413
| – | – | ﹤0.01% | 5351 |
|
|
2015
Q3 | $104K | Hold |
2,413
| – | – | ﹤0.01% | 5404 |
|
|
2015
Q2 | $102K | Sell |
2,413
-1,396
| -37% | -$62.9K | ﹤0.01% | 5577 |
|
|
2015
Q1 | $182K | Buy |
3,809
+750
| +25% | +$35.7K | ﹤0.01% | 5259 |
|
|
2014
Q4 | $142K | Sell |
3,059
-404
| -12% | -$17.7K | ﹤0.01% | 5398 |
|
|
2014
Q3 | $139K | Sell |
3,463
-2,316
| -40% | -$97.1K | ﹤0.01% | 5321 |
|
|
2014
Q2 | $238K | Buy |
5,779
+317
| +6% | +$12.9K | ﹤0.01% | 5064 |
|
|
2014
Q1 | $214K | Buy |
5,462
+1,695
| +45% | +$63.8K | ﹤0.01% | 5081 |
|
|
2013
Q4 | $134K | Buy |
+3,767
| New | +$138K | ﹤0.01% | 5230 |
|
|
2013
Q3 | – | Sell |
-49,931
| Closed | -$1.9M | – | 5432 |
|
|
2013
Q2 | $1.9M | Buy |
+49,931
| New | +$1.99M | ﹤0.01% | 3191 |
|
Morgan Stanley's WREI Position: Q1 2019 in Review
Morgan Stanley sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2019, closing a stake of 530 shares — an estimated $23K sold.
Morgan Stanley first reported a position in WREI in Q2 2013 and held it in 21 quarters. The position peaked at $1.9M in Q2 2013. 0 funds tracked by Wall St. Rank hold WREI as of Q1 2019.
- Morgan Stanley reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2019 after selling out during the quarter.
- Morgan Stanley sold 530 Invesco Wilshire US REIT ETF shares in Q1 2019, an estimated $23K.
- Morgan Stanley first reported a position in Invesco Wilshire US REIT ETF in Q2 2013 and held it in 21 quarters.
- Morgan Stanley's Invesco Wilshire US REIT ETF position peaked at $1.9M in Q2 2013.
- 0 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2019.
Based on Morgan Stanley's 13F filing for Q1 2019, filed 15 May 2019.