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IFC Holdings’s Morgan Stanley MS Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-14,916
Closed -$782K – 267
2017
Q4 		$782K Buy
14,916
+53
+0.4% +$2.68K 0.05% 240
2017
Q3 		$712K Sell
14,863
-853
-5% -$39.6K 0.05% 248
2017
Q2 		$698K Sell
15,716
-33,348
-68% -$1.44M 0.05% 237
2017
Q1 		$2.1M Buy
49,064
+1,757
+4% +$78K 0.18% 84
2016
Q4 		$2M Buy
47,307
+37,553
+385% +$1.42M 0.2% 78
2016
Q3 		$316K Buy
9,754
+325
+3% +$9.7K 0.03% 292
2016
Q2 		$247K Buy
9,429
+935
+11% +$24.5K 0.03% 318
2016
Q1 		$219K Buy
8,494
+344
+4% +$8.78K 0.03% 331
2015
Q4 		$262K Buy
8,150
+672
+9% +$22.3K 0.03% 298
2015
Q3 		$239K Sell
7,478
-978
-12% -$35.6K 0.04% 310
2015
Q2 		$337K Buy
8,456
+514
+6% +$19.6K 0.05% 265
2015
Q1 		$286K Buy
+7,942
New +$285K 0.04% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

IFC Holdings's MS Position: Q1 2018 in Review

IFC Holdings sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 14,916 shares — an estimated $782K sold.

IFC Holdings first reported a position in MS in Q1 2015 and held it in 12 quarters. The position peaked at $2.1M in Q1 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • IFC Holdings reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 14,916 Morgan Stanley shares in Q1 2018, an estimated $782K.
  • IFC Holdings first reported a position in Morgan Stanley in Q1 2015 and held it in 12 quarters.
  • IFC Holdings's Morgan Stanley position peaked at $2.1M in Q1 2017.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.