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Beck Capital Management’s Morgan Stanley MS Stock Holding History

Beck 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
2018
Q3 		– Sell
-20,872
Closed -$989K – 113
2018
Q2 		$989K Buy
20,872
+14,911
+250% +$779K 0.48% 49
2018
Q1 		$322K Buy
+5,961
New +$330K 0.15% 91
2017
Q2 		– Sell
-66,310
Closed -$2.84M – 108
2017
Q1 		$2.84M Buy
+66,310
New +$2.94M 1.5% 30
2014
Q1 		– Sell
-10,095
Closed -$302K – 150
2013
Q4 		$302K Buy
+10,095
New +$300K 0.24% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beck Capital Management's MS Position: Q3 2018 in Review

Beck Capital Management sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 20,872 shares — an estimated $989K sold.

Beck Capital Management first reported a position in MS in Q4 2013 and held it in 4 quarters. The position peaked at $2.84M in Q1 2017. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Beck Capital Management reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Beck Capital Management sold 20,872 Morgan Stanley shares in Q3 2018, an estimated $989K.
  • Beck Capital Management first reported a position in Morgan Stanley in Q4 2013 and held it in 4 quarters.
  • Beck Capital Management's Morgan Stanley position peaked at $2.84M in Q1 2017.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Beck Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.