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Highland Capital Management (Texas)’s Morgan Stanley MS Stock Holding History

Highland Capital Management (Texas)’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
Q2 		– Sell
-105,000
Closed -$4.43M – 351
2019
Q1 		$4.43M Buy
+105,000
New +$4.42M 0.28% 68
2016
Q1 		– Sell
-326,115
Closed -$10.4M – 250
2015
Q4 		$10.4M Buy
+326,115
New +$10.8M 0.33% 91

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Highland Capital Management (Texas)'s MS Position: Q2 2019 in Review

Highland Capital Management (Texas) sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 105,000 shares — an estimated $4.43M sold.

Highland Capital Management (Texas) first reported a position in MS in Q4 2015 and held it in 2 quarters. The position peaked at $10.4M in Q4 2015. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Highland Capital Management (Texas) reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 105,000 Morgan Stanley shares in Q2 2019, an estimated $4.43M.
  • Highland Capital Management (Texas) first reported a position in Morgan Stanley in Q4 2015 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s Morgan Stanley position peaked at $10.4M in Q4 2015.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Highland Capital Management (Texas)'s 13F filing for Q2 2019, filed 14 Aug 2019.