WP
MWR.CL

WealthPLAN Partners’s MORGAN STANLEY CAPITAL TRUST III MWR.CL Stock Holding History

WealthPLAN Partners’s Portfolio MWR.CL Stock Details MWR.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-23,637
Closed -$606K – 1135
2016
Q2 		$606K Buy
+23,637
New +$607K 0.08% 167

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

WealthPLAN Partners sold out of MORGAN STANLEY CAPITAL TRUST III (MWR.CL) in Q3 2016, closing a stake of 23,637 shares — an estimated $606K sold.

WealthPLAN Partners first reported a position in MWR.CL in Q2 2016 and held it in 1 quarter. The position peaked at $606K in Q2 2016. 0 funds tracked by Wall St. Rank hold MWR.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining MORGAN STANLEY CAPITAL TRUST III position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 23,637 MORGAN STANLEY CAPITAL TRUST III shares in Q3 2016, an estimated $606K.
  • WealthPLAN Partners first reported a position in MORGAN STANLEY CAPITAL TRUST III in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's MORGAN STANLEY CAPITAL TRUST III position peaked at $606K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held MORGAN STANLEY CAPITAL TRUST III as of Q3 2016.

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