MIS
WMS

Morningstar Investment Services’s WMS INDS INC WMS Stock Holding History

Morningstar Investment Services’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,237
Closed -$214K – 210
2013
Q3 		$214K Sell
8,237
-1,991
-19% -$51.3K 0.02% 188
2013
Q2 		$261K Buy
+10,228
New +$259K 0.03% 180

Morningstar Investment Services's WMS Position: Q4 2013 in Review

Morningstar Investment Services sold out of WMS INDS INC (WMS) in Q4 2013, closing a stake of 8,237 shares — an estimated $214K sold.

Morningstar Investment Services first reported a position in WMS in Q2 2013 and held it in 2 quarters. The position peaked at $261K in Q2 2013. 0 funds tracked by Wall St. Rank hold WMS as of Q4 2013.

  • Morningstar Investment Services reported no remaining WMS INDS INC position as of Q4 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 8,237 WMS INDS INC shares in Q4 2013, an estimated $214K.
  • Morningstar Investment Services first reported a position in WMS INDS INC in Q2 2013 and held it in 2 quarters.
  • Morningstar Investment Services's WMS INDS INC position peaked at $261K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held WMS INDS INC as of Q4 2013.

Based on Morningstar Investment Services's 13F filing for Q4 2013, filed 7 Feb 2014.