PA
ICB

Parallel Advisors’s Morgan Stanley Income Sec. Inc ICB Stock Holding History

Parallel Advisors’s Portfolio ICB Stock Details ICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-300
Closed -$5K – 2293
2017
Q1 		$5K Hold
300
– – ﹤0.01% 1547
2016
Q4 		$5K Buy
+300
New +$5.38K ﹤0.01% 1405

Other funds holding ICB

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parallel Advisors's ICB Position: Q2 2017 in Review

Parallel Advisors sold out of Morgan Stanley Income Sec. Inc (ICB) in Q2 2017, closing a stake of 300 shares — an estimated $5K sold.

Parallel Advisors first reported a position in ICB in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 26 funds tracked by Wall St. Rank hold ICB as of Q2 2017.

  • Parallel Advisors reported no remaining Morgan Stanley Income Sec. Inc position as of Q2 2017 after selling out during the quarter.
  • Parallel Advisors sold 300 Morgan Stanley Income Sec. Inc shares in Q2 2017, an estimated $5K.
  • Parallel Advisors first reported a position in Morgan Stanley Income Sec. Inc in Q4 2016 and held it in 2 quarters.
  • Parallel Advisors's Morgan Stanley Income Sec. Inc position peaked at $5K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Morgan Stanley Income Sec. Inc as of Q2 2017.

Based on Parallel Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.