British Steel Pension Fund’s Morgan Stanley MS Stock Holding History

British Steel Pension Fund’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	-12,600	Closed	-$532K	–	181
2019 Q1	$532K	Buy	+12,600	New	+$530K	0.09%	94
2018 Q2	–	Sell	-21,055	Closed	-$1.1M	–	191
2018 Q1	$1.1M	Hold	21,055	–	–	0.13%	160
2017 Q4	$1.1M	Hold	21,055	–	–	0.13%	160
2017 Q3	$1.01M	Sell	21,055 -5,227	-20%	-$242K	0.12%	161
2017 Q2	$1.17M	Hold	26,282	–	–	0.13%	165
2017 Q1	$1.13M	Sell	26,282 -2,134	-8%	-$94.7K	0.13%	166
2016 Q4	$1.2M	Hold	28,416	–	–	0.15%	159
2016 Q3	$911K	Hold	28,416	–	–	0.12%	170
2016 Q2	$738K	Sell	28,416 -71,526	-72%	-$1.87M	0.1%	164
2016 Q1	$2.5M	Sell	99,942 -6,674	-6%	-$170K	0.25%	120
2015 Q4	$3.39M	Buy	+106,616	New	+$3.54M	0.34%	92
2015 Q2	$4.39M	Hold	113,248	–	–	0.42%	66
2015 Q1	$4.04M	Hold	113,248	–	–	0.39%	74
2014 Q4	$4.39M	Hold	113,248	–	–	0.42%	74
2014 Q3	$3.92M	Sell	113,248 -7,448	-6%	-$248K	0.39%	81
2014 Q2	$3.9M	Hold	120,696	–	–	0.37%	87
2014 Q1	$3.76M	Buy	120,696 +53,592	+80%	+$1.66M	0.38%	83
2013 Q4	$2.1M	Sell	67,104 -4,330	-6%	-$129K	0.21%	158
2013 Q3	$1.93M	Sell	71,434 -83,214	-54%	-$2.23M	0.2%	156
2013 Q2	$3.78M	Buy	+154,648	New	+$3.67M	0.39%	87

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

British Steel Pension Fund's MS Position: Q2 2019 in Review

British Steel Pension Fund sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 12,600 shares — an estimated $532K sold.

British Steel Pension Fund first reported a position in MS in Q2 2013 and held it in 20 quarters. The position peaked at $4.39M in Q4 2014. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

British Steel Pension Fund reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
British Steel Pension Fund sold 12,600 Morgan Stanley shares in Q2 2019, an estimated $532K.
British Steel Pension Fund first reported a position in Morgan Stanley in Q2 2013 and held it in 20 quarters.
British Steel Pension Fund's Morgan Stanley position peaked at $4.39M in Q4 2014.
1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on British Steel Pension Fund's 13F filing for Q2 2019, filed 15 Aug 2019.