SSB
MSZ.CL

Sandy Spring Bank’s MORGAN STANLEY CAPITAL TRUST VII CAP SECS MSZ.CL Stock Holding History

Sandy Spring Bank’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
2014
Q4 		– Sell
-100
Closed -$3K – 844
2014
Q3 		$3K Buy
+100
New +$2.53K ﹤0.01% 740

Other funds holding MSZ.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
GWA
Genesis Wealth Advisors Braintree, Massachusetts $150M AUM 15.35% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Sandy Spring Bank's MSZ.CL Position: Q4 2014 in Review

Sandy Spring Bank sold out of MORGAN STANLEY CAPITAL TRUST VII CAP SECS (MSZ.CL) in Q4 2014, closing a stake of 100 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in MSZ.CL in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 7 funds tracked by Wall St. Rank hold MSZ.CL as of Q4 2014.

  • Sandy Spring Bank reported no remaining MORGAN STANLEY CAPITAL TRUST VII CAP SECS position as of Q4 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 100 MORGAN STANLEY CAPITAL TRUST VII CAP SECS shares in Q4 2014, an estimated $3K.
  • Sandy Spring Bank first reported a position in MORGAN STANLEY CAPITAL TRUST VII CAP SECS in Q3 2014 and held it in 1 quarter.
  • Sandy Spring Bank's MORGAN STANLEY CAPITAL TRUST VII CAP SECS position peaked at $3K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST VII CAP SECS as of Q4 2014.

Based on Sandy Spring Bank's 13F filing for Q4 2014, filed 30 Jan 2015.