Suffolk Capital Management’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 |
-258,189
| Closed | -$12.2M | – | 138 |
|
|
2018
Q2 | $12.2M | Buy |
258,189
+154,125
| +148% | +$7.31M | 1.74% | 30 |
|
|
2018
Q1 | $5.62M | Sell |
104,064
-22,957
| -18% | -$1.24M | 0.8% | 50 |
|
|
2017
Q4 | $6.67M | Hold |
127,021
| – | – | 0.87% | 52 |
|
|
2017
Q3 | $6.12M | Buy |
127,021
+50,873
| +67% | +$2.45M | 0.81% | 49 |
|
|
2017
Q2 | $3.39M | Sell |
76,148
-147,422
| -66% | -$6.57M | 0.45% | 55 |
|
|
2017
Q1 | $9.58M | Buy |
+223,570
| New | +$9.58M | 1.28% | 39 |
|