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FSI Group’s Morgan Stanley MS Stock Holding History

FSI Group’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
Q4 		– Sell
-89,467
Closed -$3.82M – 39
2019
Q3 		$3.82M Buy
+89,467
New +$3.82M 5.27% 11
2018
Q4 		– Sell
-80,000
Closed -$3.73M – 38
2018
Q3 		$3.73M Buy
+80,000
New +$3.91M 2.69% 13
2017
Q3 		– Sell
-78,000
Closed -$3.48M – 40
2017
Q2 		$3.48M Hold
78,000
– – 1.87% 16
2017
Q1 		$3.34M Buy
+78,000
New +$3.46M 1.66% 21
2016
Q4 		– Sell
-97,000
Closed -$3.11M – 55
2016
Q3 		$3.11M Buy
+97,000
New +$2.89M 1.72% 12
2016
Q1 		– Sell
-164,648
Closed -$5.24M – 61
2015
Q4 		$5.24M Buy
164,648
+56,858
+53% +$1.89M 2.14% 13
2015
Q3 		$3.4M Buy
+107,790
New +$3.92M 1.5% 19
2014
Q4 		– Sell
-307,382
Closed -$10.6M – 65
2014
Q3 		$10.6M Sell
307,382
-20,543
-6% -$684K 3.94% 6
2014
Q2 		$10.6M Buy
327,925
+151,925
+86% +$4.68M 3.42% 9
2014
Q1 		$5.49M Sell
176,000
-400,037
-69% -$12.4M 1.87% 17
2013
Q4 		$18.1M Buy
576,037
+47,585
+9% +$1.41M 4.87% 2
2013
Q3 		$14.2M Buy
528,452
+28,452
+6% +$763K 5.33% 4
2013
Q2 		$12.2M Buy
+500,000
New +$11.9M 4.83% 4

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

FSI Group's MS Position: Q4 2019 in Review

FSI Group sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 89,467 shares — an estimated $3.82M sold.

FSI Group first reported a position in MS in Q2 2013 and held it in 13 quarters. The position peaked at $18.1M in Q4 2013. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • FSI Group reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • FSI Group sold 89,467 Morgan Stanley shares in Q4 2019, an estimated $3.82M.
  • FSI Group first reported a position in Morgan Stanley in Q2 2013 and held it in 13 quarters.
  • FSI Group's Morgan Stanley position peaked at $18.1M in Q4 2013.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on FSI Group's 13F filing for Q4 2019, filed 29 Jan 2020.