Perella Weinberg Partners Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-121,478
| Closed | -$4.82M | – | 218 |
|
|
2018
Q4 | $4.82M | Buy |
+121,478
| New | +$4.82M | 0.3% | 80 |
|
|
2016
Q2 | – | Sell |
-12,874
| Closed | -$322K | – | 57 |
|
|
2016
Q1 | $322K | Buy |
+12,874
| New | +$322K | 0.14% | 52 |
|
|
2013
Q3 | – | Sell |
-47,840
| Closed | -$1.17M | – | 197 |
|
|
2013
Q2 | $1.17M | Buy |
+47,840
| New | +$1.17M | 0.08% | 128 |
|