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Hoxton Financial’s Morgan Stanley MS Stock Holding History

Hoxton Financial’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
2014
Q3 		– Sell
-120
Closed -$4K – 330
2014
Q2 		$4K Hold
120
– – ﹤0.01% 261
2014
Q1 		$4K Hold
120
– – ﹤0.01% 266
2013
Q4 		$4K Hold
120
– – ﹤0.01% 560
2013
Q3 		$3K Hold
120
– – ﹤0.01% 363
2013
Q2 		$3K Buy
+120
New +$2.85K ﹤0.01% 545

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Hoxton Financial's MS Position: Q3 2014 in Review

Hoxton Financial sold out of Morgan Stanley (MS) in Q3 2014, closing a stake of 120 shares — an estimated $4K sold.

Hoxton Financial first reported a position in MS in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 732 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • Hoxton Financial reported no remaining Morgan Stanley position as of Q3 2014 after selling out during the quarter.
  • Hoxton Financial sold 120 Morgan Stanley shares in Q3 2014, an estimated $4K.
  • Hoxton Financial first reported a position in Morgan Stanley in Q2 2013 and held it in 5 quarters.
  • Hoxton Financial's Morgan Stanley position peaked at $4K in Q2 2014.
  • 732 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on Hoxton Financial's 13F filing for Q3 2014, filed 22 Oct 2014.