Invictus RG’s Morgan Stanley MS Stock Holding History

Invictus RG’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 Q4	–	Sell	-2,335	Closed	-$112K	–	402
2017 Q3	$112K	Buy	2,335 +1,762	+308%	+$81.7K	0.1%	269
2017 Q2	$26K	Sell	573 -1,906	-77%	-$82.2K	0.02%	499
2017 Q1	$106K	Buy	+2,479	New	+$110K	0.07%	444

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Invictus RG's MS Position: Q4 2017 in Review

Invictus RG sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 2,335 shares — an estimated $112K sold.

Invictus RG first reported a position in MS in Q1 2017 and held it in 3 quarters. The position peaked at $112K in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

Invictus RG reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 2,335 Morgan Stanley shares in Q4 2017, an estimated $112K.
Invictus RG first reported a position in Morgan Stanley in Q1 2017 and held it in 3 quarters.
Invictus RG's Morgan Stanley position peaked at $112K in Q3 2017.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.