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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 |
MRCM
1
M&R Capital Management
Summit,
New Jersey
| $4.42M | +$2.51M | +99,632 | +133% |
|
| 2 |
DAM
2
Doheny Asset Management
Los Angeles,
California
| $3.53M | -$50.5K | -2,000 | -1% |
|
| 3 |
DG
3
Davidson & Garrard
Lynchburg,
Virginia
| $894K | +$6.94K | +275 | +0.8% |
|
| 4 |
4
Ameriprise
Minneapolis,
Minnesota
| $788K | +$594K | +23,535 | +310% |
|
| 5 |
KWMG
5
King Wealth Management Group
Naples,
Florida
| $582K | +$581K | +23,030 | New |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $549K | -$8.28K | -328 | -1% |
|
| 7 |
CW
7
Cobiz Wealth
Denver,
Colorado
| $415K | +$121K | +4,786 | +41% |
|
| 8 |
RFA
8
Reilly Financial Advisors
La Mesa,
California
| $107K | – | – | – |
|
| 9 |
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $30K | – | – | – |
|
| 10 |
ECM
10
Estabrook Capital Management
New York
| $12.7K | – | – | – |
|
| 11 |
OFS
11
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $10K | – | – | – |
|
| 12 |
EWM
12
Edge Wealth Management
New York
| $6K | +$5.95K | +236 | New |
|
| 13 |
TCOV
13
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|