Elkhorn Investments’s Morgan Stanley MS Stock Holding History

Elkhorn Investments’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	-22,619	Closed	-$956K	–	145
2016 Q4	$956K	Buy	+22,619	New	+$855K	1.12%	24

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Elkhorn Investments's MS Position: Q1 2017 in Review

Elkhorn Investments sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 22,619 shares — an estimated $956K sold.

Elkhorn Investments first reported a position in MS in Q4 2016 and held it in 1 quarter. The position peaked at $956K in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

Elkhorn Investments reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
Elkhorn Investments sold 22,619 Morgan Stanley shares in Q1 2017, an estimated $956K.
Elkhorn Investments first reported a position in Morgan Stanley in Q4 2016 and held it in 1 quarter.
Elkhorn Investments's Morgan Stanley position peaked at $956K in Q4 2016.
921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.