EGA
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Eagle Global Advisors’s Morgan Stanley MS Stock Holding History

Eagle Global 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
2018
Q4 		– Sell
-235,789
Closed -$11M – 234
2018
Q3 		$11M Buy
235,789
+1,503
+0.6% +$73.4K 0.34% 55
2018
Q2 		$11.1M Buy
234,286
+6
+0% +$314 0.35% 54
2018
Q1 		$12.6M Buy
234,280
+6,180
+3% +$342K 0.44% 51
2017
Q4 		$12M Buy
228,100
+99,637
+78% +$5.04M 0.37% 53
2017
Q3 		$6.19M Buy
128,463
+1,062
+0.8% +$49.3K 0.19% 86
2017
Q2 		$5.68M Buy
127,401
+2,901
+2% +$125K 0.16% 94
2017
Q1 		$5.33M Buy
+124,500
New +$5.52M 0.14% 96

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eagle Global Advisors's MS Position: Q4 2018 in Review

Eagle Global Advisors sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 235,789 shares — an estimated $11M sold.

Eagle Global Advisors first reported a position in MS in Q1 2017 and held it in 7 quarters. The position peaked at $12.6M in Q1 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Eagle Global Advisors reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Eagle Global Advisors sold 235,789 Morgan Stanley shares in Q4 2018, an estimated $11M.
  • Eagle Global Advisors first reported a position in Morgan Stanley in Q1 2017 and held it in 7 quarters.
  • Eagle Global Advisors's Morgan Stanley position peaked at $12.6M in Q1 2018.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Eagle Global Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.