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ALPS Advisors’s Morgan Stanley MS Stock Holding History

ALPS Advisors’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
2020
Q2 		– Sell
-28,556
Closed -$971K – 815
2020
Q1 		$971K Buy
+28,556
New +$1.34M 0.02% 279
2019
Q1 		– Sell
-55,873
Closed -$2.21M – 968
2018
Q4 		$2.21M Sell
55,873
-3,188
-5% -$139K 0.02% 208
2018
Q3 		$2.75M Buy
+59,061
New +$2.88M 0.02% 213
2018
Q2 		– Sell
-17,743
Closed -$957K – 955
2018
Q1 		$957K Buy
17,743
+9,956
+128% +$551K 0.01% 321
2017
Q4 		$409K Buy
+7,787
New +$394K ﹤0.01% 676

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors's MS Position: Q2 2020 in Review

ALPS Advisors sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 28,556 shares — an estimated $971K sold.

ALPS Advisors first reported a position in MS in Q4 2017 and held it in 5 quarters. The position peaked at $2.75M in Q3 2018. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • ALPS Advisors reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • ALPS Advisors sold 28,556 Morgan Stanley shares in Q2 2020, an estimated $971K.
  • ALPS Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 5 quarters.
  • ALPS Advisors's Morgan Stanley position peaked at $2.75M in Q3 2018.
  • 1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on ALPS Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.