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EverPoint Asset Management’s Morgan Stanley MS Stock Holding History

EverPoint Asset Management’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
Q4 		– Sell
-400,000
Closed -$12.6M – 505
2015
Q3 		$12.6M Buy
+400,000
New +$14.6M 0.33% 83

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

EverPoint Asset Management's MS Position: Q4 2015 in Review

EverPoint Asset Management sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 400,000 shares — an estimated $12.6M sold.

EverPoint Asset Management first reported a position in MS in Q3 2015 and held it in 1 quarter. The position peaked at $12.6M in Q3 2015. 814 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • EverPoint Asset Management reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
  • EverPoint Asset Management sold 400,000 Morgan Stanley shares in Q4 2015, an estimated $12.6M.
  • EverPoint Asset Management first reported a position in Morgan Stanley in Q3 2015 and held it in 1 quarter.
  • EverPoint Asset Management's Morgan Stanley position peaked at $12.6M in Q3 2015.
  • 814 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on EverPoint Asset Management's 13F filing for Q4 2015, filed 16 Feb 2016.