Palisades Investment Partners’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$821K Sell
25,400
-17,400
-41% -$563K 1.46% 26
2014
Q1
$1.33M Hold
42,800
1.45% 28
2013
Q4
$1.35M Sell
42,800
-13,400
-24% -$423K 1.49% 25
2013
Q3
$1.52M Hold
56,200
1.43% 28
2013
Q2
$1.37M Buy
+56,200
New +$1.37M 1.36% 29