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Ferris Capital’s Morgan Stanley MS Stock Holding History

Ferris Capital’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
2019
Q2 		– Sell
-1,965
Closed -$83K – 450
2019
Q1 		$83K Sell
1,965
-39
-2% -$1.64K 0.03% 224
2018
Q4 		$79K Sell
2,004
-13
-0.6% -$567 0.04% 214
2018
Q3 		$94K Sell
2,017
-228
-10% -$11.1K 0.04% 211
2018
Q2 		$106K Hold
2,245
– – 0.04% 199
2018
Q1 		$121K Buy
+2,245
New +$124K 0.05% 206
2017
Q3 		– Sell
-1,880
Closed -$84K – 421
2017
Q2 		$84K Buy
+1,880
New +$81.1K 0.04% 208

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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Ferris Capital's MS Position: Q2 2019 in Review

Ferris Capital sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 1,965 shares — an estimated $83K sold.

Ferris Capital first reported a position in MS in Q2 2017 and held it in 6 quarters. The position peaked at $121K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Ferris Capital reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 1,965 Morgan Stanley shares in Q2 2019, an estimated $83K.
  • Ferris Capital first reported a position in Morgan Stanley in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's Morgan Stanley position peaked at $121K in Q1 2018.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.