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Dorsey Wright & Associates’s Morgan Stanley MS Stock Holding History

Dorsey Wright & Associates’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
2015
Q1 		– Sell
-29,704
Closed -$1.15M – 127
2014
Q4 		$1.15M Buy
+29,704
New +$1.06M 0.53% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dorsey Wright & Associates's MS Position: Q1 2015 in Review

Dorsey Wright & Associates sold out of Morgan Stanley (MS) in Q1 2015, closing a stake of 29,704 shares — an estimated $1.15M sold.

Dorsey Wright & Associates first reported a position in MS in Q4 2014 and held it in 1 quarter. The position peaked at $1.15M in Q4 2014. 788 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Dorsey Wright & Associates reported no remaining Morgan Stanley position as of Q1 2015 after selling out during the quarter.
  • Dorsey Wright & Associates sold 29,704 Morgan Stanley shares in Q1 2015, an estimated $1.15M.
  • Dorsey Wright & Associates first reported a position in Morgan Stanley in Q4 2014 and held it in 1 quarter.
  • Dorsey Wright & Associates's Morgan Stanley position peaked at $1.15M in Q4 2014.
  • 788 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Dorsey Wright & Associates's 13F filing for Q1 2015, filed 20 Apr 2015.