Columbia Partners Investment Management’s Morgan Stanley MS Stock Holding History

Columbia Partners Investment Management’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
2018 Q4	–	Sell	-22,778	Closed	-$1.06M	–	137
2018 Q3	$1.06M	Hold	22,778	–	–	0.27%	118
2018 Q2	$1.08M	Hold	22,778	–	–	0.31%	111
2018 Q1	$1.23M	Buy	+22,778	New	+$1.26M	0.16%	174
2017 Q1	–	Sell	-26,778	Closed	-$1.13M	–	283
2016 Q4	$1.13M	Buy	+26,778	New	+$1.01M	0.1%	219
2015 Q4	–	Sell	-31,372	Closed	-$988K	–	364
2015 Q3	$988K	Buy	31,372 +19,143	+157%	+$697K	0.07%	253
2015 Q2	$474K	Sell	12,229 -81,766	-87%	-$3.11M	0.03%	261
2015 Q1	$3.35M	Sell	93,995 -6,001	-6%	-$215K	0.18%	159
2014 Q4	$3.88M	Buy	99,996 +31,546	+46%	+$1.12M	0.2%	150
2014 Q3	$2.37M	Buy	68,450 +31,664	+86%	+$1.06M	0.12%	193
2014 Q2	$1.19M	Buy	+36,786	New	+$1.13M	0.06%	251

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

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

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

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

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 $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Columbia Partners Investment Management's MS Position: Q4 2018 in Review

Columbia Partners Investment Management sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 22,778 shares — an estimated $1.06M sold.

Columbia Partners Investment Management first reported a position in MS in Q2 2014 and held it in 10 quarters. The position peaked at $3.88M in Q4 2014. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Columbia Partners Investment Management reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 22,778 Morgan Stanley shares in Q4 2018, an estimated $1.06M.
Columbia Partners Investment Management first reported a position in Morgan Stanley in Q2 2014 and held it in 10 quarters.
Columbia Partners Investment Management's Morgan Stanley position peaked at $3.88M in Q4 2014.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.