Williams Jones & Associates’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,673
| Closed | -$453K | – | 391 |
|
|
2014
Q4 | $453K | Buy |
11,673
+5,470
| +88% | +$212K | 0.02% | 268 |
|
|
2014
Q3 | $214K | Sell |
6,203
-280
| -4% | -$9.66K | 0.01% | 305 |
|
|
2014
Q2 | $210K | Sell |
6,483
-19,073
| -75% | -$618K | 0.01% | 313 |
|
|
2014
Q1 | $797K | Buy |
25,556
+18,676
| +271% | +$582K | 0.02% | 257 |
|
|
2013
Q4 | $216K | Sell |
6,880
-4,600
| -40% | -$144K | 0.01% | 284 |
|
|
2013
Q3 | $309K | Sell |
11,480
-5,730
| -33% | -$154K | 0.02% | 232 |
|
|
2013
Q2 | $420K | Buy |
+17,210
| New | +$420K | 0.02% | 230 |
|