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Sterneck Capital Management’s Morgan Stanley MS Stock Holding History

Sterneck Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,700
Closed -$203K – 146
2015
Q1 		$203K Buy
+5,700
New +$205K 0.11% 124

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Sterneck Capital Management's MS Position: Q2 2015 in Review

Sterneck Capital Management sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 5,700 shares — an estimated $203K sold.

Sterneck Capital Management first reported a position in MS in Q1 2015 and held it in 1 quarter. The position peaked at $203K in Q1 2015. 810 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • Sterneck Capital Management reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
  • Sterneck Capital Management sold 5,700 Morgan Stanley shares in Q2 2015, an estimated $203K.
  • Sterneck Capital Management first reported a position in Morgan Stanley in Q1 2015 and held it in 1 quarter.
  • Sterneck Capital Management's Morgan Stanley position peaked at $203K in Q1 2015.
  • 810 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on Sterneck Capital Management's 13F filing for Q2 2015, filed 31 Aug 2015.