HCM
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Hoplite Capital Management’s Morgan Stanley MS Stock Holding History

Hoplite Capital 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
Q1 		– Sell
-1,456,407
Closed -$61.5M – 39
2016
Q4 		$61.5M Buy
+1,456,407
New +$55.1M 3.16% 14

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

Hoplite Capital Management's MS Position: Q1 2017 in Review

Hoplite Capital Management sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 1,456,407 shares — an estimated $61.5M sold.

Hoplite Capital Management first reported a position in MS in Q4 2016 and held it in 1 quarter. The position peaked at $61.5M in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Hoplite Capital Management reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Hoplite Capital Management sold 1,456,407 Morgan Stanley shares in Q1 2017, an estimated $61.5M.
  • Hoplite Capital Management first reported a position in Morgan Stanley in Q4 2016 and held it in 1 quarter.
  • Hoplite Capital Management's Morgan Stanley position peaked at $61.5M in Q4 2016.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Hoplite Capital Management's 13F filing for Q1 2017, filed 15 May 2017.