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Capstone Investment Advisors (Netherlands)’s Morgan Stanley MS Stock Holding History

Capstone Investment Advisors (Netherlands)’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
Q2 		$231K Buy
+5,184
New +$224K 0.8% 60
2017
Q1 		– Sell
-7,438
Closed -$314K – 158
2016
Q4 		$314K Buy
+7,438
New +$281K 0.53% 85

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s MS Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) opened a new position in Morgan Stanley (MS) in Q2 2017: 5,184 shares worth $231K. The stake represents 0.8% of the portfolio and ranks #60 among its holdings. This is a return to the name: Capstone Investment Advisors (Netherlands) previously reported a position in MS as recently as Q4 2016.

Capstone Investment Advisors (Netherlands) first reported a position in MS in Q4 2016 and has held it in 2 quarters since. The position peaked at $314K in Q4 2016. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 5,184 shares of Morgan Stanley worth $231K as of Q2 2017.
  • Morgan Stanley was a new Capstone Investment Advisors (Netherlands) position in Q2 2017.
  • Morgan Stanley made up 0.8% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #60 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Morgan Stanley in Q4 2016 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Morgan Stanley position peaked at $314K in Q4 2016.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.