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VSR Financial Services’s Morgan Stanley MS Stock Holding History

VSR Financial Services’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
2014
Q2 		– Sell
-9,434
Closed -$294K – 594
2014
Q1 		$294K Buy
+9,434
New +$291K 0.04% 443

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BIT
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Invesco
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Eagle Capital Management (New York)
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VSR Financial Services's MS Position: Q2 2014 in Review

VSR Financial Services sold out of Morgan Stanley (MS) in Q2 2014, closing a stake of 9,434 shares — an estimated $294K sold.

VSR Financial Services first reported a position in MS in Q1 2014 and held it in 1 quarter. The position peaked at $294K in Q1 2014. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • VSR Financial Services reported no remaining Morgan Stanley position as of Q2 2014 after selling out during the quarter.
  • VSR Financial Services sold 9,434 Morgan Stanley shares in Q2 2014, an estimated $294K.
  • VSR Financial Services first reported a position in Morgan Stanley in Q1 2014 and held it in 1 quarter.
  • VSR Financial Services's Morgan Stanley position peaked at $294K in Q1 2014.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on VSR Financial Services's 13F filing for Q2 2014, filed 5 Aug 2014.