GIM
MS icon

Guild Investment Management’s Morgan Stanley MS Stock Holding History

Guild Investment 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
2017
Q2 		– Sell
-28,190
Closed -$1.21M – 29
2017
Q1 		$1.21M Buy
+28,190
New +$1.25M 1.18% 21

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

Guild Investment Management's MS Position: Q2 2017 in Review

Guild Investment Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 28,190 shares — an estimated $1.21M sold.

Guild Investment Management first reported a position in MS in Q1 2017 and held it in 1 quarter. The position peaked at $1.21M in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Guild Investment Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • Guild Investment Management sold 28,190 Morgan Stanley shares in Q2 2017, an estimated $1.21M.
  • Guild Investment Management first reported a position in Morgan Stanley in Q1 2017 and held it in 1 quarter.
  • Guild Investment Management's Morgan Stanley position peaked at $1.21M in Q1 2017.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Guild Investment Management's 13F filing for Q2 2017, filed 18 Jul 2017.