KCPG
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Kavar Capital Partners Group’s Morgan Stanley MS Stock Holding History

Kavar Capital Partners Group’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
2016
Q1 		– Sell
-375
Closed -$11K – 275
2015
Q4 		$11K Hold
375
– – 0.01% 261
2015
Q3 		$11K Hold
375
– – 0.01% 274
2015
Q2 		$14K Buy
+375
New +$14.3K 0.01% 281
2014
Q2 		– Sell
-375
Closed -$11K – 324
2014
Q1 		$11K Hold
375
– – 0.01% 309
2013
Q4 		$11K Buy
+375
New +$11.1K 0.01% 287

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kavar Capital Partners Group's MS Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 375 shares — an estimated $11K sold.

Kavar Capital Partners Group first reported a position in MS in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q2 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 375 Morgan Stanley shares in Q1 2016, an estimated $11K.
  • Kavar Capital Partners Group first reported a position in Morgan Stanley in Q4 2013 and held it in 5 quarters.
  • Kavar Capital Partners Group's Morgan Stanley position peaked at $14K in Q2 2015.
  • 765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.