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FDO Partners’s Morgan Stanley MS Stock Holding History

FDO Partners’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
Q1 		– Sell
-5,469
Closed -$287K – 84
2017
Q4 		$287K Buy
+5,469
New +$277K 0.24% 144
2017
Q3 		– Sell
-17,689
Closed -$788K – 277
2017
Q2 		$788K Buy
+17,689
New +$763K 0.17% 189
2016
Q2 		– Sell
-9,806
Closed -$245K – 255
2016
Q1 		$245K Sell
9,806
-2,598
-21% -$66.3K 0.16% 200
2015
Q4 		$395K Buy
+12,404
New +$412K 0.23% 171

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

FDO Partners's MS Position: Q1 2018 in Review

FDO Partners sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 5,469 shares — an estimated $287K sold.

FDO Partners first reported a position in MS in Q4 2015 and held it in 4 quarters. The position peaked at $788K in Q2 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • FDO Partners reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • FDO Partners sold 5,469 Morgan Stanley shares in Q1 2018, an estimated $287K.
  • FDO Partners first reported a position in Morgan Stanley in Q4 2015 and held it in 4 quarters.
  • FDO Partners's Morgan Stanley position peaked at $788K in Q2 2017.
  • 1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on FDO Partners's 13F filing for Q1 2018, filed 14 May 2018.