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Financial Sense Advisors’s Morgan Stanley MS Stock Holding History

Financial Sense Advisors’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
Q3 		– Sell
-152,335
Closed -$5.91M – 102
2015
Q2 		$5.91M Sell
152,335
-469
-0.3% -$17.8K 2.75% 7
2015
Q1 		$5.45M Sell
152,804
-6,609
-4% -$237K 2.28% 11
2014
Q4 		$6.18M Buy
159,413
+11,588
+8% +$412K 2.5% 10
2014
Q3 		$5.11M Buy
+147,825
New +$4.93M 2.19% 12

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Sense Advisors's MS Position: Q3 2015 in Review

Financial Sense Advisors sold out of Morgan Stanley (MS) in Q3 2015, closing a stake of 152,335 shares — an estimated $5.91M sold.

Financial Sense Advisors first reported a position in MS in Q3 2014 and held it in 4 quarters. The position peaked at $6.18M in Q4 2014. 804 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • Financial Sense Advisors reported no remaining Morgan Stanley position as of Q3 2015 after selling out during the quarter.
  • Financial Sense Advisors sold 152,335 Morgan Stanley shares in Q3 2015, an estimated $5.91M.
  • Financial Sense Advisors first reported a position in Morgan Stanley in Q3 2014 and held it in 4 quarters.
  • Financial Sense Advisors's Morgan Stanley position peaked at $6.18M in Q4 2014.
  • 804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Financial Sense Advisors's 13F filing for Q3 2015, filed 10 Nov 2015.