AG
MS icon

AlphaSimPlex Group’s Morgan Stanley MS Stock Holding History

AlphaSimPlex Group’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
2018
Q4 		– Sell
-35,846
Closed -$1.67M – 89
2018
Q3 		$1.67M Buy
35,846
+4,208
+13% +$205K 0.83% 36
2018
Q2 		$1.5M Buy
31,638
+7,259
+30% +$379K 0.75% 43
2018
Q1 		$1.31M Buy
+24,379
New +$1.35M 0.77% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AlphaSimPlex Group's MS Position: Q4 2018 in Review

AlphaSimPlex Group sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 35,846 shares — an estimated $1.67M sold.

AlphaSimPlex Group first reported a position in MS in Q1 2018 and held it in 3 quarters. The position peaked at $1.67M in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • AlphaSimPlex Group reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • AlphaSimPlex Group sold 35,846 Morgan Stanley shares in Q4 2018, an estimated $1.67M.
  • AlphaSimPlex Group first reported a position in Morgan Stanley in Q1 2018 and held it in 3 quarters.
  • AlphaSimPlex Group's Morgan Stanley position peaked at $1.67M in Q3 2018.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on AlphaSimPlex Group's 13F filing for Q4 2018, filed 14 Feb 2019.