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Ardsley Advisory Partners’s Morgan Stanley MS Stock Holding History

Ardsley Advisory 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
2015
Q3 		– Sell
-20,000
Closed -$776K – 172
2015
Q2 		$776K Buy
+20,000
New +$761K 0.1% 89
2014
Q4 		– Sell
-25,000
Closed -$864K – 225
2014
Q3 		$864K Buy
+25,000
New +$833K 0.11% 77

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ardsley Advisory Partners's MS Position: Q3 2015 in Review

Ardsley Advisory Partners sold out of Morgan Stanley (MS) in Q3 2015, closing a stake of 20,000 shares — an estimated $776K sold.

Ardsley Advisory Partners first reported a position in MS in Q3 2014 and held it in 2 quarters. The position peaked at $864K in Q3 2014. 804 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • Ardsley Advisory Partners reported no remaining Morgan Stanley position as of Q3 2015 after selling out during the quarter.
  • Ardsley Advisory Partners sold 20,000 Morgan Stanley shares in Q3 2015, an estimated $776K.
  • Ardsley Advisory Partners first reported a position in Morgan Stanley in Q3 2014 and held it in 2 quarters.
  • Ardsley Advisory Partners's Morgan Stanley position peaked at $864K in Q3 2014.
  • 804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Ardsley Advisory Partners's 13F filing for Q3 2015, filed 16 Nov 2015.