EPM
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Equitec Proprietary Markets’s Morgan Stanley MS Stock Holding History

Equitec Proprietary Markets’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
2022
Q1 		– Sell
-826
Closed -$81K – 358
2021
Q4 		$81K Buy
+826
New +$82.3K 0.01% 177
2015
Q1 		– Sell
-13,783
Closed -$535K – 403
2014
Q4 		$535K Buy
+13,783
New +$490K 0.02% 158

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Equitec Proprietary Markets's MS Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 826 shares — an estimated $81K sold.

Equitec Proprietary Markets first reported a position in MS in Q4 2014 and held it in 2 quarters. The position peaked at $535K in Q4 2014. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 826 Morgan Stanley shares in Q1 2022, an estimated $81K.
  • Equitec Proprietary Markets first reported a position in Morgan Stanley in Q4 2014 and held it in 2 quarters.
  • Equitec Proprietary Markets's Morgan Stanley position peaked at $535K in Q4 2014.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.