BSPF
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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

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