FMA
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FNY Managed Accounts’s Morgan Stanley MS Stock Holding History

FNY Managed Accounts’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
-173
Closed -$9K – 747
2017
Q4 		$9K Sell
173
-519
-75% -$26.2K 0.01% 230
2017
Q3 		$33K Buy
+692
New +$32.1K 0.04% 235
2017
Q2 		– Sell
-110
Closed -$4K – 445
2017
Q1 		$4K Buy
+110
New +$4.88K 0.01% 653
2016
Q1 		– Sell
-2,500
Closed -$79.5K – 381
2015
Q4 		$79.5K Buy
+2,500
New +$83.1K 0.39% 45
2015
Q3 		– Sell
-410
Closed -$15.9K – 528
2015
Q2 		$15.9K Buy
+410
New +$15.6K 0.02% 276

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

FNY Managed Accounts's MS Position: Q1 2018 in Review

FNY Managed Accounts sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 173 shares — an estimated $9K sold.

FNY Managed Accounts first reported a position in MS in Q2 2015 and held it in 5 quarters. The position peaked at $79.5K in Q4 2015. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • FNY Managed Accounts reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • FNY Managed Accounts sold 173 Morgan Stanley shares in Q1 2018, an estimated $9K.
  • FNY Managed Accounts first reported a position in Morgan Stanley in Q2 2015 and held it in 5 quarters.
  • FNY Managed Accounts's Morgan Stanley position peaked at $79.5K in Q4 2015.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.