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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
| $3.44M | – | – | – |
|
| 2 |
2
Ameriprise
Minneapolis,
Minnesota
| $1.49M | +$183K | +7,109 | +14% |
|
| 3 |
DG
3
Davidson & Garrard
Lynchburg,
Virginia
| $655K | -$34.7K | -1,350 | -5% |
|
| 4 |
AWM
4
Altavista Wealth Management
Asheville,
North Carolina
| $615K | +$240K | +9,350 | +64% |
|
| 5 |
WP
5
WealthPLAN Partners
Omaha,
Nebraska
| $606K | +$607K | +23,637 | New |
|
| 6 |
CW
6
Cobiz Wealth
Denver,
Colorado
| $459K | – | – | – |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $135K | – | – | – |
|
| 8 |
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $133K | – | – | – |
|
| 9 |
ECM
9
Estabrook Capital Management
New York
| $38.4K | – | – | – |
|
| 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 |
MRCM
13
M&R Capital Management
Summit,
New Jersey
| – | -$4.18M | -162,670 | Closed |
|