Morgan Stanley CP TR III

Q1 2016 vs Q2 2016

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Doheny Asset Management

UNCHANGED

Shares134,175 from 134,175

Change0 (0%)

Value$3.4K (-$6)

Filed 2016-08-10

Ameriprise Financial Inc

INCREASED

Shares57,971 from 50,862

Change+7,109 (+14%)

Value$1.5K (+$179)

Filed 2016-08-08

Davidson & Garrard Inc

DECREASED

Shares25,579 from 26,929

Change-1,350 (-5%)

Value$655 (-$36)

Filed 2016-08-04

Altavista Wealth Management, Inc.

INCREASED

Shares24,000 from 14,650

Change+9,350 (+64%)

Value$615 (+$239)

Filed 2016-08-15

WealthPLAN Partners, LLC

NEW

Shares23,637

Change+23,637

Value$605.6K

Filed 2016-08-08

Cobiz Investment Management, LLC

UNCHANGED

Shares17,900 from 17,900

Change0 (0%)

Value$459 ($0)

Filed 2016-08-01

PNC Financial Services Group, Inc.

UNCHANGED

Shares5,275 from 5,275

Change0 (0%)

Value$135 ($0)

Filed 2016-08-05

Glenmede Trust Co NA

UNCHANGED

Shares5,223 from 5,223

Change0 (0%)

Value$133 (-$1)

Filed 2016-08-05

Estabrook Capital Management

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$38.4K (-$75)

Filed 2016-08-12

Orrstown Financial Services Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$10 ($0)

Filed 2016-07-20

Edge Wealth Management LLC

UNCHANGED

Shares236 from 236

Change0 (0%)

Value$6 ($0)

Filed 2016-07-08

Trust Co of Vermont

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$5 ($0)

Filed 2016-07-18

M&R Capital Management Inc

CLOSED

Shares0 from 162,670

Change-162,670 (-100%)

Value$0 (-$4.2K)

Filed 2016-08-10

Reilly Financial Advisors, LLC

CLOSED

Shares0 from 4,150

Change-4,150 (-100%)

Value$0 (-$107)

Filed 2016-08-03

	Status
Doheny Asset Management	UNCHANGED	134,175	134,175	0	0%	$3.4K	$3.4K	-$6	2016-08-10
Ameriprise Financial Inc	INCREASED	57,971	50,862	+7,109	+14%	$1.3K	$1.5K	+$179	2016-08-08
Davidson & Garrard Inc	DECREASED	25,579	26,929	-1,350	-5%	$691	$655	-$36	2016-08-04
Altavista Wealth Management, Inc.	INCREASED	24,000	14,650	+9,350	+64%	$376	$615	+$239	2016-08-15
WealthPLAN Partners, LLC	NEW	23,637	—	+23,637	—	—	$605.6K	—	2016-08-08
Cobiz Investment Management, LLC	UNCHANGED	17,900	17,900	0	0%	$459	$459	$0	2016-08-01
PNC Financial Services Group, Inc.	UNCHANGED	5,275	5,275	0	0%	$135	$135	$0	2016-08-05
Glenmede Trust Co NA	UNCHANGED	5,223	5,223	0	0%	$134	$133	-$1	2016-08-05
Estabrook Capital Management	UNCHANGED	1,500	1,500	0	0%	$38.5K	$38.4K	-$75	2016-08-12
Orrstown Financial Services Inc	UNCHANGED	400	400	0	0%	$10	$10	$0	2016-07-20
Edge Wealth Management LLC	UNCHANGED	236	236	0	0%	$6	$6	$0	2016-07-08
Trust Co of Vermont	UNCHANGED	200	200	0	0%	$5	$5	$0	2016-07-18
M&R Capital Management Inc	CLOSED	0	162,670	-162,670	-100%	$4.2K	$0	-$4.2K	2016-08-10
Reilly Financial Advisors, LLC	CLOSED	0	4,150	-4,150	-100%	$107	$0	-$107	2016-08-03

Showing 14 of 14 institutions