Princeton Alpha Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-22,160
| Closed | -$554K | – | 891 |
|
|
2016
Q1 | $554K | Sell |
22,160
-48,943
| -69% | -$1.22M | 0.09% | 326 |
|
|
2015
Q4 | $2.26M | Buy |
71,103
+50,462
| +244% | +$1.61M | 0.39% | 53 |
|
|
2015
Q3 | $650K | Buy |
+20,641
| New | +$650K | 0.13% | 238 |
|
|
2014
Q4 | – | Sell |
-9,099
| Closed | -$315K | – | 788 |
|
|
2014
Q3 | $315K | Sell |
9,099
-9,840
| -52% | -$341K | 0.07% | 406 |
|
|
2014
Q2 | $612K | Sell |
18,939
-2,186
| -10% | -$70.6K | 0.13% | 247 |
|
|
2014
Q1 | $658K | Buy |
+21,125
| New | +$658K | 0.2% | 130 |
|