Morgan Stanley’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Morgan Stanley’s Portfolio WTRU Stock Details WTRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,672	Closed	-$352K	–	8330
2022 Q1	$352K	Buy	5,672 +87	+2%	+$5.05K	﹤0.01%	5599
2021 Q4	$365K	Sell	5,585 -71,248	-93%	-$4.23M	﹤0.01%	5735
2021 Q3	$4.44M	Buy	76,833 +51,121	+199%	+$3.06M	﹤0.01%	3859
2021 Q2	$1.48M	Buy	25,712 +24,483	+1,992%	+$1.44M	﹤0.01%	4847
2021 Q1	$70K	Sell	1,229 -47,215	-97%	-$2.74M	﹤0.01%	6197
2020 Q4	$2.97M	Buy	48,444 +47,709	+6,491%	+$2.77M	﹤0.01%	3805
2020 Q3	$40K	Sell	735 -1,567	-68%	-$88.8K	﹤0.01%	5806
2020 Q2	$128K	Sell	2,302 -341	-13%	-$19.3K	﹤0.01%	5287
2020 Q1	$143K	Buy	2,643 +319	+14%	+$19.8K	﹤0.01%	5030
2019 Q4	$145K	Buy	2,324 +1,951	+523%	+$118K	﹤0.01%	5530
2019 Q3	$22K	Buy	+373	New	+$21.8K	﹤0.01%	5983

Morgan Stanley's WTRU Position: Q2 2022 in Review

Morgan Stanley sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 5,672 shares — an estimated $352K sold.

Morgan Stanley first reported a position in WTRU in Q3 2019 and held it in 11 quarters. The position peaked at $4.44M in Q3 2021. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

Morgan Stanley reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
Morgan Stanley sold 5,672 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $352K.
Morgan Stanley first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 11 quarters.
Morgan Stanley's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $4.44M in Q3 2021.
0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on Morgan Stanley's 13F filing for Q2 2022, filed 15 Aug 2022.