BCMO
MS icon

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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Buckingham Capital Management (Ohio)'s MS Position: Q1 2019 in Review

Buckingham Capital Management (Ohio) sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 9,758 shares — an estimated $387K sold.

Buckingham Capital Management (Ohio) first reported a position in MS in Q2 2014 and held it in 19 quarters. The position peaked at $1.11M in Q4 2015. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • Buckingham Capital Management (Ohio) reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 9,758 Morgan Stanley shares in Q1 2019, an estimated $387K.
  • Buckingham Capital Management (Ohio) first reported a position in Morgan Stanley in Q2 2014 and held it in 19 quarters.
  • Buckingham Capital Management (Ohio)'s Morgan Stanley position peaked at $1.11M in Q4 2015.
  • 1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2019, filed 7 May 2019.