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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
| $4.35M | -$103K | -4,050 | -2% |
|
| 2 |
DAM
2
Doheny Asset Management
Los Angeles,
California
| $3.56M | – | – | – |
|
| 3 |
3
Ameriprise
Minneapolis,
Minnesota
| $1.37M | +$573K | +22,618 | +73% |
|
| 4 |
DG
4
Davidson & Garrard
Lynchburg,
Virginia
| $849K | -$50.7K | -2,000 | -6% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $565K | +$12.7K | +501 | +2% |
|
| 6 |
CW
6
Cobiz Wealth
Denver,
Colorado
| $444K | +$25.3K | +1,000 | +6% |
|
| 7 |
RFA
7
Reilly Financial Advisors
La Mesa,
California
| $108K | – | – | – |
|
| 8 |
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $31K | – | – | – |
|
| 9 |
ECM
9
Estabrook Capital Management
New York
| $12.7K | – | – | – |
|
| 10 |
OFS
10
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $10K | – | – | – |
|
| 11 |
EWM
11
Edge Wealth Management
New York
| $6K | – | – | – |
|
| 12 |
TCOV
12
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
| 13 |
KWMG
13
King Wealth Management Group
Naples,
Florida
| – | -$582K | -23,030 | Closed |
|