Global Financial Private Capital’s Morgan Stanley MS Stock Holding History

Global Financial Private 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
2020 Q2	$2.48M	Buy	51,399 +1,290	+3%	+$54.2K	0.16%	133
2020 Q1	$1.71M	Sell	50,109 -3,960	-7%	-$187K	0.11%	165
2019 Q4	$2.76M	Sell	54,069 -3,899	-7%	-$185K	0.14%	154
2019 Q3	$2.47M	Sell	57,968 -1,130	-2%	-$48.3K	0.13%	163
2019 Q2	$2.59M	Sell	59,098 -14,394	-20%	-$642K	0.12%	170
2019 Q1	$3.1M	Buy	73,492 +2,878	+4%	+$121K	0.15%	144
2018 Q4	$2.8M	Sell	70,614 -3,456	-5%	-$151K	0.15%	137
2018 Q3	$3.45M	Sell	74,070 -1,167	-2%	-$57K	0.12%	152
2018 Q2	$3.57M	Buy	75,237 +10,953	+17%	+$572K	0.12%	145
2018 Q1	$3.47M	Sell	64,284 -643	-1%	-$35.6K	0.12%	138
2017 Q4	$3.41M	Buy	64,927 +8,724	+16%	+$441K	0.12%	120
2017 Q3	$2.71M	Buy	56,203 +10,558	+23%	+$490K	0.1%	127
2017 Q2	$2.03M	Buy	45,645 +8,282	+22%	+$357K	0.1%	110
2017 Q1	$1.6M	Buy	+37,363	New	+$1.66M	0.08%	127

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Financial Private Capital's MS Position: Q2 2020 in Review

Global Financial Private Capital increased its Morgan Stanley (MS) stake by 2.6% in Q2 2020, buying an estimated $54.2K and bringing the position to 51,399 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #133.

Global Financial Private Capital first reported a position in MS in Q1 2017 and has held it in 14 quarters since. The position peaked at $3.57M in Q2 2018. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

Global Financial Private Capital held 51,399 shares of Morgan Stanley worth $2.48M as of Q2 2020.
Global Financial Private Capital bought 1,290 Morgan Stanley shares in Q2 2020, an estimated $54.2K.
Morgan Stanley made up 0.16% of Global Financial Private Capital's portfolio in Q2 2020, its #133 holding.
Global Financial Private Capital first reported a position in Morgan Stanley in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's Morgan Stanley position peaked at $3.57M in Q2 2018.
1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.