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Achievement Holdings’s Morgan Stanley MS Stock Holding History

Achievement Holdings’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-221,100
Closed -$6.96M – 88
2015
Q3 		$6.96M Buy
221,100
+111,700
+102% +$4.07M 0.58% 51
2015
Q2 		$4.24K Sell
109,400
-400,800
-79% -$15.3M 0.19% 97
2015
Q1 		$18.2K Buy
+510,200
New +$18.3M 0.63% 31

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Achievement Holdings's MS Position: Q4 2015 in Review

Achievement Holdings sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 221,100 shares — an estimated $6.96M sold.

Achievement Holdings first reported a position in MS in Q1 2015 and held it in 3 quarters. The position peaked at $6.96M in Q3 2015. 815 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Achievement Holdings reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 221,100 Morgan Stanley shares in Q4 2015, an estimated $6.96M.
  • Achievement Holdings first reported a position in Morgan Stanley in Q1 2015 and held it in 3 quarters.
  • Achievement Holdings's Morgan Stanley position peaked at $6.96M in Q3 2015.
  • 815 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.