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Bach Option’s Morgan Stanley MS Stock Holding History

Bach Option’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
2019
Q2 		– Sell
-11,911
Closed -$503K – 104
2019
Q1 		$503K Sell
11,911
-14,671
-55% -$617K 0.21% 57
2018
Q4 		$1.05M Buy
26,582
+16,777
+171% +$732K 0.28% 48
2018
Q3 		$457K Buy
9,805
+3,266
+50% +$159K 0.15% 95
2018
Q2 		$310K Buy
+6,539
New +$342K 0.15% 82
2016
Q2 		– Sell
-11,556
Closed -$302K – 172
2016
Q1 		$289K Buy
+11,556
New +$295K 0.17% 107

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bach Option's MS Position: Q2 2019 in Review

Bach Option sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 11,911 shares — an estimated $503K sold.

Bach Option first reported a position in MS in Q1 2016 and held it in 5 quarters. The position peaked at $1.05M in Q4 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Bach Option reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Bach Option sold 11,911 Morgan Stanley shares in Q2 2019, an estimated $503K.
  • Bach Option first reported a position in Morgan Stanley in Q1 2016 and held it in 5 quarters.
  • Bach Option's Morgan Stanley position peaked at $1.05M in Q4 2018.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Bach Option's 13F filing for Q2 2019, filed 25 Jul 2019.