Loeb Partners Corp’s Morgan Stanley MS Stock Holding History

Loeb Partners Corp’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 Q4	–	Sell	-5,100	Closed	-$238K	–	318
2018 Q3	$238K	Hold	5,100	–	–	0.09%	131
2018 Q2	$242K	Buy	+5,100	New	+$266K	0.06%	147

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

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

Norges Bank Oslo, Norway $935B AUM

Loeb Partners Corp's MS Position: Q4 2018 in Review

Loeb Partners Corp sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 5,100 shares — an estimated $238K sold.

Loeb Partners Corp first reported a position in MS in Q2 2018 and held it in 2 quarters. The position peaked at $242K in Q2 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Loeb Partners Corp reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Loeb Partners Corp sold 5,100 Morgan Stanley shares in Q4 2018, an estimated $238K.
Loeb Partners Corp first reported a position in Morgan Stanley in Q2 2018 and held it in 2 quarters.
Loeb Partners Corp's Morgan Stanley position peaked at $242K in Q2 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Loeb Partners Corp's 13F filing for Q4 2018, filed 7 Feb 2019.