WP
MWG.CL

WealthPLAN Partners’s MORGAN STANLEY CAP TR IV MWG.CL Stock Holding History

WealthPLAN Partners’s Portfolio MWG.CL Stock Details MWG.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,308
Closed -$288K – 1134
2016
Q2 		$288K Buy
+11,308
New +$291K 0.04% 298

WealthPLAN Partners's MWG.CL Position: Q3 2016 in Review

WealthPLAN Partners sold out of MORGAN STANLEY CAP TR IV (MWG.CL) in Q3 2016, closing a stake of 11,308 shares — an estimated $288K sold.

WealthPLAN Partners first reported a position in MWG.CL in Q2 2016 and held it in 1 quarter. The position peaked at $288K in Q2 2016. 0 funds tracked by Wall St. Rank hold MWG.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining MORGAN STANLEY CAP TR IV position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 11,308 MORGAN STANLEY CAP TR IV shares in Q3 2016, an estimated $288K.
  • WealthPLAN Partners first reported a position in MORGAN STANLEY CAP TR IV in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's MORGAN STANLEY CAP TR IV position peaked at $288K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held MORGAN STANLEY CAP TR IV as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.