Caldwell & Orkin’s Morgan Stanley MS Stock Holding History

Caldwell & Orkin’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
2017 Q3	$766K	Buy	15,900 +4,900	+45%	+$227K	0.78%	42
2017 Q2	$490K	Buy	+11,000	New	+$474K	0.61%	45

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Caldwell & Orkin's MS Position: Q3 2017 in Review

Caldwell & Orkin increased its Morgan Stanley (MS) stake by 45% in Q3 2017, buying an estimated $227K and bringing the position to 15,900 shares worth $766K. The position accounts for 0.78% of the portfolio, ranked #42.

Caldwell & Orkin first reported a position in MS in Q2 2017 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

Caldwell & Orkin held 15,900 shares of Morgan Stanley worth $766K as of Q3 2017.
Caldwell & Orkin bought 4,900 Morgan Stanley shares in Q3 2017, an estimated $227K.
Morgan Stanley made up 0.78% of Caldwell & Orkin's portfolio in Q3 2017, its #42 holding.
Caldwell & Orkin first reported a position in Morgan Stanley in Q2 2017 and has held it in 2 quarters since.
922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.