Reinhart Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,495
| Closed | -$403K | – | 96 |
|
|
2018
Q2 | $403K | Sell |
8,495
-380
| -4% | -$18K | 0.04% | 88 |
|
|
2018
Q1 | $479K | Sell |
8,875
-75
| -0.8% | -$4.05K | 0.05% | 80 |
|
|
2017
Q4 | $470K | Sell |
8,950
-130
| -1% | -$6.83K | 0.05% | 90 |
|
|
2017
Q3 | $437K | Sell |
9,080
-675
| -7% | -$32.5K | 0.05% | 87 |
|
|
2017
Q2 | $435K | Buy |
9,755
+220
| +2% | +$9.81K | 0.04% | 94 |
|
|
2017
Q1 | $408K | Buy |
+9,535
| New | +$408K | 0.04% | 93 |
|