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Beech Hill Advisors’s Morgan Stanley MS Stock Holding History

Beech Hill Advisors’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
Q4 		– Sell
-78,246
Closed -$3.64M – 70
2018
Q3 		$3.64M Buy
78,246
+7,076
+10% +$346K 1.89% 25
2018
Q2 		$3.37M Buy
+71,170
New +$3.72M 1.89% 25
2015
Q2 		– Sell
-7,322
Closed -$261K – 117
2015
Q1 		$261K Sell
7,322
-9,081
-55% -$326K 0.12% 101
2014
Q4 		$636K Buy
16,403
+6,178
+60% +$220K 0.32% 55
2014
Q3 		$353K Buy
+10,225
New +$341K 0.17% 92
2013
Q3 		– Sell
-15,150
Closed -$370K – 144
2013
Q2 		$370K Buy
+15,150
New +$359K 0.21% 78

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beech Hill Advisors's MS Position: Q4 2018 in Review

Beech Hill Advisors sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 78,246 shares — an estimated $3.64M sold.

Beech Hill Advisors first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $3.64M in Q3 2018. 1,045 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Beech Hill Advisors reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Beech Hill Advisors sold 78,246 Morgan Stanley shares in Q4 2018, an estimated $3.64M.
  • Beech Hill Advisors first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
  • Beech Hill Advisors's Morgan Stanley position peaked at $3.64M in Q3 2018.
  • 1,045 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Beech Hill Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.