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Delphi Private Advisors’s Morgan Stanley MS Stock Holding History

Delphi Private Advisors’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
Q1 		– Sell
-100
Closed -$4K – 230
2016
Q4 		$4K Hold
100
– – 0.01% 146
2016
Q3 		$3K Sell
100
-159
-61% -$4.74K 0.01% 220
2016
Q2 		$7K Buy
259
+43
+20% +$1.13K 0.01% 160
2016
Q1 		$5K Sell
216
-209
-49% -$5.33K 0.01% 186
2015
Q4 		$14K Buy
+425
New +$14.1K 0.02% 132

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Delphi Private Advisors's MS Position: Q1 2017 in Review

Delphi Private Advisors sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Delphi Private Advisors first reported a position in MS in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q4 2015. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Delphi Private Advisors reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 100 Morgan Stanley shares in Q1 2017, an estimated $4K.
  • Delphi Private Advisors first reported a position in Morgan Stanley in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's Morgan Stanley position peaked at $14K in Q4 2015.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.