MCM
MS icon

McKinley Capital Management’s Morgan Stanley MS Stock Holding History

McKinley 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
2017
Q2 		– Sell
-350
Closed -$15K – 521
2017
Q1 		$15K Buy
+350
New +$15.5K ﹤0.01% 458

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

McKinley Capital Management's MS Position: Q2 2017 in Review

McKinley Capital Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 350 shares — an estimated $15K sold.

McKinley Capital Management first reported a position in MS in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • McKinley Capital Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 350 Morgan Stanley shares in Q2 2017, an estimated $15K.
  • McKinley Capital Management first reported a position in Morgan Stanley in Q1 2017 and held it in 1 quarter.
  • McKinley Capital Management's Morgan Stanley position peaked at $15K in Q1 2017.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.