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Acrospire Investment Management’s Morgan Stanley MS Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,400
Closed -$62K – 895
2017
Q2 		$62K Buy
1,400
+600
+75% +$25.9K 0.06% 652
2017
Q1 		$34K Sell
800
-4,700
-85% -$209K 0.03% 1270
2016
Q4 		$232K Sell
5,500
-1,200
-18% -$45.4K 0.1% 263
2016
Q3 		$215K Buy
6,700
+500
+8% +$14.9K 0.14% 123
2016
Q2 		$161K Buy
6,200
+3,100
+100% +$81.1K 0.12% 166
2016
Q1 		$78K Buy
+3,100
New +$79.1K 0.05% 520

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Acrospire Investment Management's MS Position: Q3 2017 in Review

Acrospire Investment Management sold out of Morgan Stanley (MS) in Q3 2017, closing a stake of 1,400 shares — an estimated $62K sold.

Acrospire Investment Management first reported a position in MS in Q1 2016 and held it in 6 quarters. The position peaked at $232K in Q4 2016. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

  • Acrospire Investment Management reported no remaining Morgan Stanley position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 Morgan Stanley shares in Q3 2017, an estimated $62K.
  • Acrospire Investment Management first reported a position in Morgan Stanley in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Morgan Stanley position peaked at $232K in Q4 2016.
  • 922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.