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InterOcean Capital’s Morgan Stanley MS Stock Holding History

InterOcean Capital’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
2020
Q2 		$224K Buy
+4,634
New +$195K 0.02% 176
2020
Q1 		– Sell
-9,634
Closed -$493K – 199
2019
Q4 		$493K Buy
+9,634
New +$456K 0.04% 138

Other funds holding MS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

InterOcean Capital's MS Position: Q2 2020 in Review

InterOcean Capital opened a new position in Morgan Stanley (MS) in Q2 2020: 4,634 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings. This is a return to the name: InterOcean Capital previously reported a position in MS as recently as Q4 2019.

InterOcean Capital first reported a position in MS in Q4 2019 and has held it in 2 quarters since. The position peaked at $493K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • InterOcean Capital held 4,634 shares of Morgan Stanley worth $224K as of Q2 2020.
  • Morgan Stanley was a new InterOcean Capital position in Q2 2020.
  • Morgan Stanley made up 0.02% of InterOcean Capital's portfolio in Q2 2020, its #176 holding.
  • InterOcean Capital first reported a position in Morgan Stanley in Q4 2019 and has held it in 2 quarters since.
  • InterOcean Capital's Morgan Stanley position peaked at $493K in Q4 2019.
  • 1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.