Mountain Lake Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30,800
| Closed | -$970K | – | 29 |
|
|
2015
Q3 | $970K | Buy |
+30,800
| New | +$970K | 0.78% | 19 |
|
|
2015
Q1 | – | Sell |
-81,562
| Closed | -$3.17M | – | 23 |
|
|
2014
Q4 | $3.17M | Sell |
81,562
-55,470
| -40% | -$2.15M | 2.88% | 12 |
|
|
2014
Q3 | $4.74M | Sell |
137,032
-4,000
| -3% | -$138K | 3.07% | 12 |
|
|
2014
Q2 | $4.56M | Hold |
141,032
| – | – | 2.87% | 15 |
|
|
2014
Q1 | $4.4M | Sell |
141,032
-37,470
| -21% | -$1.17M | 3.19% | 15 |
|
|
2013
Q4 | $5.6M | Sell |
178,502
-9,446
| -5% | -$296K | 3.86% | 12 |
|
|
2013
Q3 | $5.07M | Sell |
187,948
-45,642
| -20% | -$1.23M | 3.51% | 13 |
|
|
2013
Q2 | $5.71M | Buy |
+233,590
| New | +$5.71M | 4.26% | 10 |
|