Isthmus Partners’s Morgan Stanley MS Stock Holding History

Isthmus Partners’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	-118	Closed	-$6K	–	291
2017 Q4	$6K	Hold	118	–	–	﹤0.01%	258
2017 Q3	$6K	Buy	+118	New	+$5.47K	﹤0.01%	265

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

Isthmus Partners's MS Position: Q1 2018 in Review

Isthmus Partners sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 118 shares — an estimated $6K sold.

Isthmus Partners first reported a position in MS in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

Isthmus Partners reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
Isthmus Partners sold 118 Morgan Stanley shares in Q1 2018, an estimated $6K.
Isthmus Partners first reported a position in Morgan Stanley in Q3 2017 and held it in 2 quarters.
Isthmus Partners's Morgan Stanley position peaked at $6K in Q4 2017.
1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Isthmus Partners's 13F filing for Q1 2018, filed 11 May 2018.