AIM
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Advantage Investment Management’s Morgan Stanley MS Stock Holding History

Advantage 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
2019
Q3 		$117K Sell
2,742
-174
-6% -$7.44K 0.09% 210
2019
Q2 		$128K Sell
2,916
-317
-10% -$14.1K 0.1% 202
2019
Q1 		$136K Sell
3,233
-624
-16% -$26.3K 0.11% 189
2018
Q4 		$153K Buy
3,857
+642
+20% +$28K 0.12% 174
2018
Q3 		$150K Buy
3,215
+2,343
+269% +$114K 0.1% 198
2018
Q2 		$41K Hold
872
– – 0.03% 396
2018
Q1 		$47K Hold
872
– – 0.02% 392
2017
Q4 		$46K Sell
872
-249
-22% -$12.6K 0.01% 417
2017
Q3 		$54K Buy
1,121
+340
+44% +$15.8K 0.02% 376
2017
Q2 		$35K Buy
781
+294
+60% +$12.7K 0.01% 464
2017
Q1 		$21K Buy
+487
New +$21.6K 0.01% 536
2016
Q4 		– Sell
-181
Closed -$6K – 997
2016
Q3 		$6K Hold
181
– – ﹤0.01% 709
2016
Q2 		$5K Sell
181
-400
-69% -$10.5K ﹤0.01% 705
2016
Q1 		$15K Sell
581
-1,543
-73% -$39.4K 0.01% 504
2015
Q4 		$68K Sell
2,124
-840
-28% -$27.9K 0.04% 289
2015
Q3 		$93K Hold
2,964
– – 0.05% 234
2015
Q2 		$115K Buy
2,964
+61
+2% +$2.32K 0.06% 218
2015
Q1 		$104K Buy
2,903
+2,503
+626% +$89.8K 0.06% 234
2014
Q4 		$16K Buy
+400
New +$14.2K 0.01% 458

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advantage Investment Management's MS Position: Q3 2019 in Review

Advantage Investment Management reduced its Morgan Stanley (MS) stake by 6% in Q3 2019, selling an estimated $7.44K and leaving 2,742 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #210.

Advantage Investment Management first reported a position in MS in Q4 2014 and has held it in 19 quarters since. The position peaked at $153K in Q4 2018. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Advantage Investment Management held 2,742 shares of Morgan Stanley worth $117K as of Q3 2019.
  • Advantage Investment Management sold 174 Morgan Stanley shares in Q3 2019, an estimated $7.44K.
  • Morgan Stanley made up 0.09% of Advantage Investment Management's portfolio in Q3 2019, its #210 holding.
  • Advantage Investment Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 19 quarters since.
  • Advantage Investment Management's Morgan Stanley position peaked at $153K in Q4 2018.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.