Morgan Stanley
YZC

Morgan Stanley’s Yanzhou Coal Mining YZC Stock Holding History

Morgan Stanley’s Portfolio YZC Stock Details YZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,980
Closed -$60K – 6787
2016
Q4 		$60K Buy
8,980
+5,434
+153% +$39.9K ﹤0.01% 5704
2016
Q3 		$25K Sell
3,546
-7,079
-67% -$44.2K ﹤0.01% 5853
2016
Q2 		$66K Buy
10,625
+7,288
+218% +$40.4K ﹤0.01% 5430
2016
Q1 		$17K Sell
3,337
-3,730
-53% -$16.6K ﹤0.01% 5986
2015
Q4 		$32K Buy
7,067
+2,987
+73% +$14.4K ﹤0.01% 5885
2015
Q3 		$18K Sell
4,080
-4,901
-55% -$26.6K ﹤0.01% 6086
2015
Q2 		$69K Buy
8,981
+900
+11% +$8.54K ﹤0.01% 5755
2015
Q1 		$68K Sell
8,081
-500
-6% -$4.06K ﹤0.01% 5680
2014
Q4 		$72K Sell
8,581
-2,600
-23% -$21.6K ﹤0.01% 5690
2014
Q3 		$91K Sell
11,181
-10,503
-48% -$86.8K ﹤0.01% 5517
2014
Q2 		$162K Sell
21,684
-13,220
-38% -$103K ﹤0.01% 5262
2014
Q1 		$262K Buy
34,904
+5,274
+18% +$39.7K ﹤0.01% 4968
2013
Q4 		$274K Sell
29,630
-97,549
-77% -$973K ﹤0.01% 4866
2013
Q3 		$1.22M Sell
127,179
-31,468
-20% -$264K ﹤0.01% 3628
2013
Q2 		$1.13M Buy
+158,647
New +$1.64M ﹤0.01% 3630

Other funds holding YZC

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Morgan Stanley's YZC Position: Q1 2017 in Review

Morgan Stanley sold out of Yanzhou Coal Mining (YZC) in Q1 2017, closing a stake of 8,980 shares — an estimated $60K sold.

Morgan Stanley first reported a position in YZC in Q2 2013 and held it in 15 quarters. The position peaked at $1.22M in Q3 2013. 7 funds tracked by Wall St. Rank hold YZC as of Q1 2017.

  • Morgan Stanley reported no remaining Yanzhou Coal Mining position as of Q1 2017 after selling out during the quarter.
  • Morgan Stanley sold 8,980 Yanzhou Coal Mining shares in Q1 2017, an estimated $60K.
  • Morgan Stanley first reported a position in Yanzhou Coal Mining in Q2 2013 and held it in 15 quarters.
  • Morgan Stanley's Yanzhou Coal Mining position peaked at $1.22M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q1 2017.

Based on Morgan Stanley's 13F filing for Q1 2017, filed 12 May 2017.