Train Babcock Advisors’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$4.12M Sell
2017
Q3
$3.92M Sell
2017
Q2
$3.64M Buy
2017
Q1
$929K Hold
2016
Q4
$916K Buy
2016
Q3
$672K Sell
2016
Q2
$560K Sell
2016
Q1
$564K Sell
2015
Q4
$746K Hold
2015
Q3
$739K Hold
2015
Q2
$910K Hold
2015
Q1
$837K Sell
2014
Q4
$914K Sell
2014
Q3
$828K Hold
2014
Q2
$775K Sell
2014
Q1
$753K Sell
2013
Q4
$773K Sell
2013
Q3
$1.93M Sell
2013
Q2
$1.96M Buy