CCS
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Crosspoint Capital Strategies’s Morgan Stanley MS Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-3,618
Closed -$140K – 552
2015
Q4 		$140K Buy
+3,618
New +$120K 0.04% 274
2015
Q1 		– Sell
-584
Closed -$23K – 663
2014
Q4 		$23K Hold
584
– – 0.01% 425
2014
Q3 		$20K Sell
584
-200
-26% -$6.66K 0.01% 307
2014
Q2 		$26K Sell
784
-1,059
-57% -$32.6K 0.01% 307
2014
Q1 		$57K Hold
1,843
– – 0.02% 245
2013
Q4 		$57K Buy
+1,843
New +$54.8K 0.02% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crosspoint Capital Strategies's MS Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 3,618 shares — an estimated $140K sold.

Crosspoint Capital Strategies first reported a position in MS in Q4 2013 and held it in 6 quarters. The position peaked at $140K in Q4 2015. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 3,618 Morgan Stanley shares in Q1 2016, an estimated $140K.
  • Crosspoint Capital Strategies first reported a position in Morgan Stanley in Q4 2013 and held it in 6 quarters.
  • Crosspoint Capital Strategies's Morgan Stanley position peaked at $140K in Q4 2015.
  • 766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.