Morgan Stanley CP TR III

CUSIP: 617460209 | 24 institutional holders

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Institutional Holders — Q2 2016

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Doheny Asset Management134,175

0.6% of portfolio$3.4K

Ameriprise Financial Inc57,971

0.0% of portfolio$1.5K

Davidson & Garrard Inc25,579

0.0% of portfolio$655

Altavista Wealth Management, Inc.24,000

0.0% of portfolio$615

WealthPLAN Partners, LLC23,637

0.1% of portfolio$605.6K

Cobiz Investment Management, LLC17,900

0.0% of portfolio$459

PNC Financial Services Group, Inc.5,275

0.0% of portfolio$135

Glenmede Trust Co NA5,223

0.0% of portfolio$133

Estabrook Capital Management1,500

0.0% of portfolio$38.4K

Orrstown Financial Services Inc400

0.0% of portfolio$10

Edge Wealth Management LLC236

0.0% of portfolio$6

Trust Co of Vermont200

0.0% of portfolio$5

				Style	Turnover	Location	Filed
Doheny Asset Management	134,175	$3.4K	0.6%	Growth	Low	Los Angeles, CA	2016-08-10
Ameriprise Financial Inc	57,971	$1.5K	0.0%	Core	Medium	Minneapolis, MN	2016-08-08
Davidson & Garrard Inc	25,579	$655	0.0%	N/A	N/A	Lynchburg, VA	2016-08-04
Altavista Wealth Management, Inc.	24,000	$615	0.0%	N/A	N/A	Asheville, NC	2016-08-15
WealthPLAN Partners, LLC	23,637	$605.6K	0.1%	Core	Medium	Omaha, NE	2016-08-08
Cobiz Investment Management, LLC	17,900	$459	0.0%	N/A	N/A	Denver, CO	2016-08-01
PNC Financial Services Group, Inc.	5,275	$135	0.0%	Growth	Very Low	Pittsburgh, PA	2016-08-05
Glenmede Trust Co NA	5,223	$133	0.0%	Core	Low	Philadelphia, PA	2016-08-05
Estabrook Capital Management	1,500	$38.4K	0.0%	Core	Very Low	New York, NY	2016-08-12
Orrstown Financial Services Inc	400	$10	0.0%	ETF	Low	Harrisburg, PA	2016-07-20
Edge Wealth Management LLC	236	$6	0.0%	Core	Low	New York, NY	2016-07-08
Trust Co of Vermont	200	$5	0.0%	Core	Very Low	Brattleboro, VT	2016-07-18