Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCMO
Buckingham Capital Management (Ohio)’s
Morgan Stanley
MS
Stock Holding History
Buckingham Capital Management (Ohio)’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
Q1
–
Sell
-9,758
Closed
-$387K
–
138
2018
Q4
$387K
Sell
9,758
-2,750
-22%
-$120K
0.08%
115
2018
Q3
$582K
Sell
12,508
-65
-0.5%
-$3.17K
0.11%
112
2018
Q2
$596K
Sell
12,573
-150
-1%
-$7.84K
0.12%
113
2018
Q1
$687K
Sell
12,723
-190
-1%
-$10.5K
0.14%
113
2017
Q4
$678K
Sell
12,913
-220
-2%
-$11.1K
0.14%
117
2017
Q3
$633K
Sell
13,133
-1,320
-9%
-$61.2K
0.14%
113
2017
Q2
$644K
Sell
14,453
-205
-1%
-$8.84K
0.15%
117
2017
Q1
$628K
Sell
14,658
-1,175
-7%
-$52.1K
0.15%
119
2016
Q4
$669K
Sell
15,833
-545
-3%
-$20.6K
0.17%
116
2016
Q3
$525K
Sell
16,378
-2,730
-14%
-$81.4K
0.13%
123
2016
Q2
$496K
Sell
19,108
-15,984
-46%
-$418K
0.13%
129
2016
Q1
$878K
Buy
35,092
+138
+0.4%
+$3.52K
0.24%
106
2015
Q4
$1.11M
Buy
34,954
+4,612
+15%
+$153K
0.31%
92
2015
Q3
$956K
Buy
30,342
+8,376
+38%
+$305K
0.28%
94
2015
Q2
$857K
Buy
21,966
+5,856
+36%
+$223K
0.24%
108
2015
Q1
$575K
Buy
16,110
+3,491
+28%
+$125K
0.17%
129
2014
Q4
$490K
Buy
12,619
+3,034
+32%
+$108K
0.15%
130
2014
Q3
$331K
Buy
9,585
+2,740
+40%
+$91.3K
0.1%
152
2014
Q2
$221K
Buy
+6,845
New
+$211K
0.07%
168
Other funds holding MS
Mitsubishi UFJ Financial Group
Tokyo, Japan
$62.1B AUM
41.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VH
ValueAct Holdings
San Francisco, California
$5.71B AUM
7.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close