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Crow Point Partners’s Morgan Stanley MS Stock Holding History

Crow Point Partners’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
Q2 		– Sell
-3,860
Closed -$208K – 192
2018
Q1 		$208K Buy
3,860
+537
+16% +$29.7K 0.04% 97
2017
Q4 		$175K Hold
3,323
– – 0.03% 137
2017
Q3 		$160K Sell
3,323
-1,154
-26% -$53.5K 0.03% 166
2017
Q2 		$200K Sell
4,477
-370
-8% -$16K 0.03% 127
2017
Q1 		$210K Buy
+4,847
New +$215K 0.03% 138

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Crow Point Partners's MS Position: Q2 2018 in Review

Crow Point Partners sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 3,860 shares — an estimated $208K sold.

Crow Point Partners first reported a position in MS in Q1 2017 and held it in 5 quarters. The position peaked at $210K in Q1 2017. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • Crow Point Partners reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 3,860 Morgan Stanley shares in Q2 2018, an estimated $208K.
  • Crow Point Partners first reported a position in Morgan Stanley in Q1 2017 and held it in 5 quarters.
  • Crow Point Partners's Morgan Stanley position peaked at $210K in Q1 2017.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.