KM
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Kalos Management’s Morgan Stanley MS Stock Holding History

Kalos 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
2019
Q3 		– Sell
-16,801
Closed -$666K – 221
2019
Q2 		$666K Buy
16,801
+2,756
+20% +$123K 0.3% 86
2019
Q1 		$592K Sell
14,045
-2,756
-16% -$116K 0.38% 71
2018
Q4 		$666K Buy
16,801
+485
+3% +$21.2K 0.32% 85
2018
Q3 		$759K Buy
16,316
+1,040
+7% +$50.8K 0.41% 68
2018
Q2 		$724K Buy
+15,276
New +$798K 0.33% 82
2015
Q4 		– Hold
0
– – – 626

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kalos Management's MS Position: Q3 2019 in Review

Kalos Management sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 16,801 shares — an estimated $666K sold.

Kalos Management first reported a position in MS in Q2 2018 and held it in 5 quarters. The position peaked at $759K in Q3 2018. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Kalos Management reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Kalos Management sold 16,801 Morgan Stanley shares in Q3 2019, an estimated $666K.
  • Kalos Management first reported a position in Morgan Stanley in Q2 2018 and held it in 5 quarters.
  • Kalos Management's Morgan Stanley position peaked at $759K in Q3 2018.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.