FTCM
MS icon

First Trust Capital Management’s Morgan Stanley MS Stock Holding History

First Trust Capital 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
2020
Q3 		– Sell
-1,622
Closed -$78K – 107
2020
Q2 		$78K Buy
+1,622
New +$68.1K 0.02% 62

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

First Trust Capital Management's MS Position: Q3 2020 in Review

First Trust Capital Management sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 1,622 shares — an estimated $78K sold.

First Trust Capital Management first reported a position in MS in Q2 2020 and held it in 1 quarter. The position peaked at $78K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • First Trust Capital Management reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • First Trust Capital Management sold 1,622 Morgan Stanley shares in Q3 2020, an estimated $78K.
  • First Trust Capital Management first reported a position in Morgan Stanley in Q2 2020 and held it in 1 quarter.
  • First Trust Capital Management's Morgan Stanley position peaked at $78K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on First Trust Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.