JCM
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Jafra Capital Management’s Morgan Stanley MS Stock Holding History

Jafra Capital Management’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
Q2 		– Sell
-75,000
Closed -$4.05M – 99
2018
Q1 		$4.05M Sell
75,000
-28,302
-27% -$1.57M 1.26% 27
2017
Q4 		$5.42M Buy
103,302
+38,074
+58% +$1.93M 1.52% 19
2017
Q3 		$3.14M Sell
65,228
-43,151
-40% -$2M 1.17% 35
2017
Q2 		$4.83M Buy
108,379
+84,079
+346% +$3.63M 1.79% 14
2017
Q1 		$1.04M Sell
24,300
-13,365
-35% -$593K 0.42% 48
2016
Q4 		$1.59M Buy
+37,665
New +$1.42M 1.34% 29

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jafra Capital Management's MS Position: Q2 2018 in Review

Jafra Capital Management sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 75,000 shares — an estimated $4.05M sold.

Jafra Capital Management first reported a position in MS in Q4 2016 and held it in 6 quarters. The position peaked at $5.42M in Q4 2017. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • Jafra Capital Management reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
  • Jafra Capital Management sold 75,000 Morgan Stanley shares in Q2 2018, an estimated $4.05M.
  • Jafra Capital Management first reported a position in Morgan Stanley in Q4 2016 and held it in 6 quarters.
  • Jafra Capital Management's Morgan Stanley position peaked at $5.42M in Q4 2017.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Jafra Capital Management's 13F filing for Q2 2018, filed 15 Aug 2018.