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Arden Trust’s Morgan Stanley MS Stock Holding History

Arden Trust’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
-3,380
Closed -$115K – 600
2020
Q1 		$115K Buy
+3,380
New +$159K 0.02% 365
2018
Q4 		– Sell
-4,890
Closed -$228K – 353
2018
Q3 		$228K Sell
4,890
-1,908
-28% -$93.2K 0.04% 336
2018
Q2 		$323K Buy
6,798
+786
+13% +$41.1K 0.05% 279
2018
Q1 		$324K Sell
6,012
-1,064
-15% -$58.9K 0.05% 288
2017
Q4 		$371K Buy
7,076
+1,100
+18% +$55.6K 0.06% 254
2017
Q3 		$288K Hold
5,976
– – 0.04% 301
2017
Q2 		$266K Sell
5,976
-277
-4% -$11.9K 0.04% 314
2017
Q1 		$268K Buy
+6,253
New +$277K 0.04% 299
2016
Q3 		– Sell
-13,771
Closed -$358K – 446
2016
Q2 		$358K Sell
13,771
-588
-4% -$15.4K 0.03% 423
2016
Q1 		$359K Buy
14,359
+1,138
+9% +$29K 0.03% 431
2015
Q4 		$421K Buy
13,221
+599
+5% +$19.9K 0.04% 402
2015
Q3 		$397K Buy
12,622
+5,331
+73% +$194K 0.03% 443
2015
Q2 		$282K Sell
7,291
-465
-6% -$17.7K 0.04% 353
2015
Q1 		$276K Buy
+7,756
New +$278K 0.04% 358
2013
Q3 		– Sell
-28,013
Closed -$685K – 314
2013
Q2 		$685K Buy
+28,013
New +$664K 0.08% 192

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 $3.38T AUM 44.17% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arden Trust's MS Position: Q2 2020 in Review

Arden Trust sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 3,380 shares — an estimated $115K sold.

Arden Trust first reported a position in MS in Q2 2013 and held it in 15 quarters. The position peaked at $685K in Q2 2013. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Arden Trust reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 3,380 Morgan Stanley shares in Q2 2020, an estimated $115K.
  • Arden Trust first reported a position in Morgan Stanley in Q2 2013 and held it in 15 quarters.
  • Arden Trust's Morgan Stanley position peaked at $685K in Q2 2013.
  • 1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.