CBOA
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Commonwealth Bank of Australia’s Morgan Stanley MS Stock Holding History

Commonwealth Bank of Australia’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
Q3 		– Sell
-294,120
Closed -$12.9M – 604
2019
Q2 		$12.9M Sell
294,120
-75,195
-20% -$3.35M 0.12% 111
2019
Q1 		$15.6M Buy
369,315
+95,029
+35% +$4M 0.15% 101
2018
Q4 		$10.9M Buy
274,286
+33,701
+14% +$1.47M 0.12% 122
2018
Q3 		$11.2M Buy
240,585
+8,700
+4% +$425K 0.11% 129
2018
Q2 		$11M Sell
231,885
-18,640
-7% -$974K 0.11% 129
2018
Q1 		$13.5M Sell
250,525
-41,924
-14% -$2.32M 0.15% 113
2017
Q4 		$15.3M Sell
292,449
-4,310
-1% -$218K 0.15% 116
2017
Q3 		$14.3M Buy
296,759
+23,261
+9% +$1.08M 0.14% 124
2017
Q2 		$12.2M Buy
273,498
+472
+0.2% +$20.4K 0.12% 125
2017
Q1 		$11.7M Sell
273,026
-747
-0.3% -$33.1K 0.13% 120
2016
Q4 		$11.6M Buy
273,773
+2,701
+1% +$102K 0.14% 115
2016
Q3 		$8.69M Buy
271,072
+57,800
+27% +$1.72M 0.1% 127
2016
Q2 		$5.54M Buy
213,272
+77,334
+57% +$2.02M 0.07% 171
2016
Q1 		$3.4M Buy
135,938
+4,639
+4% +$118K 0.04% 239
2015
Q4 		$4.18M Sell
131,299
-138,239
-51% -$4.59M 0.05% 199
2015
Q3 		$8.49M Sell
269,538
-1,438
-0.5% -$52.3K 0.11% 126
2015
Q2 		$10.5M Buy
270,976
+28,196
+12% +$1.07M 0.14% 102
2015
Q1 		$8.66M Buy
242,780
+25,700
+12% +$922K 0.12% 117
2014
Q4 		$8.42M Buy
217,080
+10,869
+5% +$387K 0.12% 114
2014
Q3 		$7.13M Buy
206,211
+30,700
+17% +$1.02M 0.09% 148
2014
Q2 		$5.67M Sell
175,511
-157,090
-47% -$4.84M 0.08% 163
2014
Q1 		$10.4M Sell
332,601
-27,100
-8% -$837K 0.07% 284
2013
Q4 		$11.3M Sell
359,701
-48,730
-12% -$1.45M 0.08% 254
2013
Q3 		$11M Sell
408,431
-47,800
-10% -$1.28M 0.08% 233
2013
Q2 		$11.1M Buy
+456,231
New +$10.8M 0.08% 217

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Commonwealth Bank of Australia's MS Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 294,120 shares — an estimated $12.9M sold.

Commonwealth Bank of Australia first reported a position in MS in Q2 2013 and held it in 25 quarters. The position peaked at $15.6M in Q1 2019. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 294,120 Morgan Stanley shares in Q3 2019, an estimated $12.9M.
  • Commonwealth Bank of Australia first reported a position in Morgan Stanley in Q2 2013 and held it in 25 quarters.
  • Commonwealth Bank of Australia's Morgan Stanley position peaked at $15.6M in Q1 2019.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.