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HL Financial Services’s Morgan Stanley MS Stock Holding History

HL Financial Services’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
Q1 		$383K Sell
9,071
-1,653
-15% -$69.6K 0.01% 563
2018
Q4 		$425K Sell
10,724
-79,622
-88% -$3.47M 0.01% 533
2018
Q3 		$4.21M Buy
90,346
+9,318
+11% +$455K 0.07% 184
2018
Q2 		$3.84M Buy
81,028
+166
+0.2% +$8.67K 0.07% 184
2018
Q1 		$4.36M Buy
+80,862
New +$4.48M 0.08% 170
2016
Q1 		– Sell
-7,094
Closed -$226K – 672
2015
Q4 		$226K Buy
+7,094
New +$236K 0.01% 592
2015
Q3 		– Sell
-5,815
Closed -$226K – 662
2015
Q2 		$226K Sell
5,815
-900
-13% -$34.2K 0.01% 617
2015
Q1 		$240K Sell
6,715
-47
-0.7% -$1.69K 0.01% 613
2014
Q4 		$262K Sell
6,762
-39
-0.6% -$1.39K 0.01% 585
2014
Q3 		$235K Buy
6,801
+566
+9% +$18.9K 0.01% 616
2014
Q2 		$202K Sell
6,235
-13,837
-69% -$427K 0.01% 652
2014
Q1 		$626K Sell
20,072
-60,443
-75% -$1.87M 0.02% 346
2013
Q4 		$2.52M Buy
80,515
+64,516
+403% +$1.92M 0.08% 170
2013
Q3 		$431K Buy
+15,999
New +$429K 0.02% 387

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HL Financial Services's MS Position: Q1 2019 in Review

HL Financial Services reduced its Morgan Stanley (MS) stake by 15% in Q1 2019, selling an estimated $69.6K and leaving 9,071 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #563.

HL Financial Services first reported a position in MS in Q3 2013 and has held it in 14 quarters since. The position peaked at $4.36M in Q1 2018. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • HL Financial Services held 9,071 shares of Morgan Stanley worth $383K as of Q1 2019.
  • HL Financial Services sold 1,653 Morgan Stanley shares in Q1 2019, an estimated $69.6K.
  • Morgan Stanley made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #563 holding.
  • HL Financial Services first reported a position in Morgan Stanley in Q3 2013 and has held it in 14 quarters since.
  • HL Financial Services's Morgan Stanley position peaked at $4.36M in Q1 2018.
  • 1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.