Ownership history in MORGAN STANLEY · 6 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in WESTCORE TR (USSE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 873 | — | 0% | 0.00% | $29K | $33.60 |
| 2025 Q3 | UNCHANGED | 873 | — | 0% | 0.00% | $29K | $33.24 |
| 2025 Q2 | REDUCED | 873 | -862 | -49.7% | 0.00% | $28K | $32.14 |
| 2025 Q1 | UNCHANGED | 1,735 | — | 0% | 0.00% | $52K | $29.69 |
| 2024 Q4 | UNCHANGED | 1,735 | — | 0% | 0.00% | $57K | $32.78 |
| 2024 Q3 | INITIATED | 1,735 | — | — | 0.00% | $53K | $30.75 |
As of 2025 Q4 — sorted by position size