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MWR.CL
MORGAN STANLEY CAPITAL TRUST III
MWR.CL
MWR.CL
Delisted
MWR.CL was delisted on the 17th of August, 2016.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
DAM
1
Doheny Asset Management
Los Angeles,
California
| $3.54M | -$49.5K | -2,000 | -1% |
|
| 2 |
MRCM
2
M&R Capital Management
Summit,
New Jersey
| $1.17M | +$437K | +17,660 | +61% |
|
| 3 |
DG
3
Davidson & Garrard
Lynchburg,
Virginia
| $875K | +$43K | +1,739 | +5% |
|
| 4 |
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $564K | +$17.8K | +718 | +3% |
|
| 5 |
5
Ameriprise
Minneapolis,
Minnesota
| $176K | +$114K | +4,604 | +192% |
|
| 6 |
RFA
6
Reilly Financial Advisors
La Mesa,
California
| $107K | – | – | – |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $30K | – | – | – |
|
| 8 |
ECM
8
Estabrook Capital Management
New York
| $12.6K | – | – | – |
|
| 9 |
OFS
9
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $10K | – | – | – |
|
| 10 |
TCOV
10
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
| 11 |
IT
11
Investors Trust
Dallas,
Texas
| – | -$1.39M | -56,000 | Closed |
|
| 12 |
NPF
12
Norris Perne & French
Grand Rapids,
Michigan
| – | -$721K | -30,076 | Closed |
|
| 13 |
AFIA
13
America First Investment Advisors
Omaha,
Nebraska
| – | -$48K | -2,000 | Closed |
|