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Bramshill Investments’s Morgan Stanley MS Stock Holding History

Bramshill Investments’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
Q1 		– Sell
-27,174
Closed -$1.39M – 153
2019
Q4 		$1.39M Hold
27,174
– – 0.29% 47
2019
Q3 		$1.16M Sell
27,174
-8,966
-25% -$383K 0.26% 50
2019
Q2 		$1.58M Buy
36,140
+3,930
+12% +$175K 0.22% 32
2019
Q1 		$1.36M Buy
32,210
+30,863
+2,291% +$1.3M 0.22% 39
2018
Q4 		$52K Buy
+1,347
New +$58.8K 0.01% 115

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bramshill Investments's MS Position: Q1 2020 in Review

Bramshill Investments sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 27,174 shares — an estimated $1.39M sold.

Bramshill Investments first reported a position in MS in Q4 2018 and held it in 5 quarters. The position peaked at $1.58M in Q2 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Bramshill Investments reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Bramshill Investments sold 27,174 Morgan Stanley shares in Q1 2020, an estimated $1.39M.
  • Bramshill Investments first reported a position in Morgan Stanley in Q4 2018 and held it in 5 quarters.
  • Bramshill Investments's Morgan Stanley position peaked at $1.58M in Q2 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Bramshill Investments's 13F filing for Q1 2020, filed 15 May 2020.