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Alta Capital Management’s Morgan Stanley MS Stock Holding History

Alta Capital 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
2016
Q1 		– Sell
-7,487
Closed -$238K – 113
2015
Q4 		$238K Sell
7,487
-22
-0.3% -$731 0.02% 101
2015
Q3 		$236K Buy
7,509
+22
+0.3% +$801 0.02% 104
2015
Q2 		$290K Buy
+7,487
New +$285K 0.02% 96

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alta Capital Management's MS Position: Q1 2016 in Review

Alta Capital Management sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 7,487 shares — an estimated $238K sold.

Alta Capital Management first reported a position in MS in Q2 2015 and held it in 3 quarters. The position peaked at $290K in Q2 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Alta Capital Management reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Alta Capital Management sold 7,487 Morgan Stanley shares in Q1 2016, an estimated $238K.
  • Alta Capital Management first reported a position in Morgan Stanley in Q2 2015 and held it in 3 quarters.
  • Alta Capital Management's Morgan Stanley position peaked at $290K in Q2 2015.
  • 765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Alta Capital Management's 13F filing for Q1 2016, filed 21 Apr 2016.