RFA
MSZ.CL

Reilly Financial Advisors’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History

Reilly Financial Advisors’s Portfolio MSZ.CL Stock Details MSZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$3K – 1493
2015
Q1 		$3K Hold
100
– – ﹤0.01% 1124
2014
Q4 		$3K Buy
+100
New +$2.54K ﹤0.01% 725

Other funds holding MSZ.CL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Reilly Financial Advisors's MSZ.CL Position: Q2 2015 in Review

Reilly Financial Advisors sold out of MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) in Q2 2015, closing a stake of 100 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in MSZ.CL in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 1 fund tracked by Wall St. Rank holds MSZ.CL as of Q2 2015.

  • Reilly Financial Advisors reported no remaining MORGAN STANLEY CAPITAL TRUST VII CAP SECS position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 MORGAN STANLEY CAPITAL TRUST VII CAP SECS shares in Q2 2015, an estimated $3K.
  • Reilly Financial Advisors first reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in Q4 2014 and held it in 2 quarters.
  • Reilly Financial Advisors's MORGAN STANLEY CAPITAL TRUST VII CAP SECS position peaked at $3K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST VII CAP SECS as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.