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AHL Partners’s Morgan Stanley MS Stock Holding History

AHL Partners’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
Q4 		$3.5M Buy
66,774
+30,735
+85% +$1.55M 0.05% 577
2017
Q3 		$1.74M Buy
36,039
+502
+1% +$23.3K 0.03% 716
2017
Q2 		$1.58M Sell
35,537
-19,484
-35% -$840K 0.03% 672
2017
Q1 		$2.36M Sell
55,021
-47,269
-46% -$2.1M 0.05% 586
2016
Q4 		$4.32M Buy
102,290
+83,903
+456% +$3.17M 0.13% 303
2016
Q3 		$589K Buy
+18,387
New +$548K 0.02% 775
2015
Q1 		– Sell
-36,124
Closed -$1.4M – 825
2014
Q4 		$1.4M Sell
36,124
-41,195
-53% -$1.47M 0.07% 549
2014
Q3 		$2.67M Buy
+77,319
New +$2.58M 0.21% 196

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

AHL Partners's MS Position: Q4 2017 in Review

AHL Partners increased its Morgan Stanley (MS) stake by 85% in Q4 2017, buying an estimated $1.55M and bringing the position to 66,774 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #577.

AHL Partners first reported a position in MS in Q3 2014 and has held it in 8 quarters since. The position peaked at $4.32M in Q4 2016. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • AHL Partners held 66,774 shares of Morgan Stanley worth $3.5M as of Q4 2017.
  • AHL Partners bought 30,735 Morgan Stanley shares in Q4 2017, an estimated $1.55M.
  • Morgan Stanley made up 0.05% of AHL Partners's portfolio in Q4 2017, its #577 holding.
  • AHL Partners first reported a position in Morgan Stanley in Q3 2014 and has held it in 8 quarters since.
  • AHL Partners's Morgan Stanley position peaked at $4.32M in Q4 2016.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.