OIA
MWO.CL

Optimum Investment Advisors’s MORGAN STANLEY CAPITAL TRUST V MWO.CL Stock Holding History

Optimum Investment Advisors’s Portfolio MWO.CL Stock Details MWO.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-800
Closed -$20K – 1042
2014
Q3 		$20K Buy
+800
New +$20.1K 0.01% 643

Other funds holding MWO.CL

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Optimum Investment Advisors's MWO.CL Position: Q4 2014 in Review

Optimum Investment Advisors sold out of MORGAN STANLEY CAPITAL TRUST V (MWO.CL) in Q4 2014, closing a stake of 800 shares — an estimated $20K sold.

Optimum Investment Advisors first reported a position in MWO.CL in Q3 2014 and held it in 1 quarter. The position peaked at $20K in Q3 2014. 9 funds tracked by Wall St. Rank hold MWO.CL as of Q4 2014.

  • Optimum Investment Advisors reported no remaining MORGAN STANLEY CAPITAL TRUST V position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 800 MORGAN STANLEY CAPITAL TRUST V shares in Q4 2014, an estimated $20K.
  • Optimum Investment Advisors first reported a position in MORGAN STANLEY CAPITAL TRUST V in Q3 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's MORGAN STANLEY CAPITAL TRUST V position peaked at $20K in Q3 2014.
  • 9 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST V as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.