Morgan Stanley
XBKS

Morgan Stanley’s XENITH BANKSHARES INC , COMMON STOCK XBKS Stock Holding History

Morgan Stanley’s Portfolio XBKS Stock Details XBKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,058
Closed -$8K – 6792
2016
Q2 		$8K Sell
1,058
-19
-2% -$144 ﹤0.01% 6135
2016
Q1 		$8K Sell
1,077
-3
-0.3% -$22 ﹤0.01% 6203
2015
Q4 		$8K Sell
1,080
-1,743
-62% -$11.7K ﹤0.01% 6308
2015
Q3 		$18K Sell
2,823
-573
-17% -$3.52K ﹤0.01% 6087
2015
Q2 		$20K Buy
3,396
+2,316
+214% +$14K ﹤0.01% 6146
2015
Q1 		$6K Hold
1,080
– – ﹤0.01% 6328
2014
Q4 		$7K Sell
1,080
-1,195
-53% -$7.67K ﹤0.01% 6291
2014
Q3 		$14K Buy
2,275
+2
+0.1% +$13 ﹤0.01% 6114
2014
Q2 		$14K Hold
2,273
– – ﹤0.01% 6124
2014
Q1 		$13K Buy
2,273
+18
+0.8% +$108 ﹤0.01% 6078
2013
Q4 		$13K Buy
+2,255
New +$13.2K ﹤0.01% 5995

Other funds holding XBKS

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $61.6M AUM 9.79% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $64.2M AUM 10.64% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return