PVWM
ICB

Point View Wealth Management’s Morgan Stanley Income Sec. Inc ICB Stock Holding History

Point View Wealth Management’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
2018
Q2 		– Sell
-15,630
Closed -$294K – 267
2018
Q1 		$294K Hold
15,630
– – 0.14% 187
2017
Q4 		$287K Sell
15,630
-653
-4% -$11.9K 0.14% 186
2017
Q3 		$298K Hold
16,283
– – 0.14% 189
2017
Q2 		$297K Hold
16,283
– – 0.15% 186
2017
Q1 		$291K Hold
16,283
– – 0.15% 183
2016
Q4 		$292K Sell
16,283
-825
-5% -$14.8K 0.17% 169
2016
Q3 		$324K Hold
17,108
– – 0.19% 159
2016
Q2 		$314K Sell
17,108
-634
-4% -$11.5K 0.19% 159
2016
Q1 		$311K Hold
17,742
– – 0.2% 157
2015
Q4 		$299K Hold
17,742
– – 0.22% 145
2015
Q3 		$308K Buy
17,742
+200
+1% +$3.47K 0.25% 133
2015
Q2 		$302K Hold
17,542
– – 0.23% 140
2015
Q1 		$314K Buy
17,542
+1,402
+9% +$25.3K 0.24% 139
2014
Q4 		$289K Buy
16,140
+4,026
+33% +$71.3K 0.22% 139
2014
Q3 		$216K Buy
+12,114
New +$217K 0.18% 161

Other funds holding ICB

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Point View Wealth Management's ICB Position: Q2 2018 in Review

Point View Wealth Management sold out of Morgan Stanley Income Sec. Inc (ICB) in Q2 2018, closing a stake of 15,630 shares — an estimated $294K sold.

Point View Wealth Management first reported a position in ICB in Q3 2014 and held it in 15 quarters. The position peaked at $324K in Q3 2016. 1 fund tracked by Wall St. Rank holds ICB as of Q2 2018.

  • Point View Wealth Management reported no remaining Morgan Stanley Income Sec. Inc position as of Q2 2018 after selling out during the quarter.
  • Point View Wealth Management sold 15,630 Morgan Stanley Income Sec. Inc shares in Q2 2018, an estimated $294K.
  • Point View Wealth Management first reported a position in Morgan Stanley Income Sec. Inc in Q3 2014 and held it in 15 quarters.
  • Point View Wealth Management's Morgan Stanley Income Sec. Inc position peaked at $324K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Morgan Stanley Income Sec. Inc as of Q2 2018.

Based on Point View Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.