MCA
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Metropolitan Capital Advisors’s Morgan Stanley MS Stock Holding History

Metropolitan Capital Advisors’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
2015
Q4 		$421K Buy
+13,250
New +$440K 0.84% 21
2014
Q4 		– Sell
-11,250
Closed -$389K – 48
2014
Q3 		$389K Hold
11,250
– – 0.35% 35
2014
Q2 		$364K Buy
+11,250
New +$347K 0.28% 39

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Metropolitan Capital Advisors's MS Position: Q4 2015 in Review

Metropolitan Capital Advisors opened a new position in Morgan Stanley (MS) in Q4 2015: 13,250 shares worth $421K. The stake represents 0.84% of the portfolio and ranks #21 among its holdings. This is a return to the name: Metropolitan Capital Advisors previously reported a position in MS as recently as Q3 2014.

Metropolitan Capital Advisors first reported a position in MS in Q2 2014 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Metropolitan Capital Advisors held 13,250 shares of Morgan Stanley worth $421K as of Q4 2015.
  • Morgan Stanley was a new Metropolitan Capital Advisors position in Q4 2015.
  • Morgan Stanley made up 0.84% of Metropolitan Capital Advisors's portfolio in Q4 2015, its #21 holding.
  • Metropolitan Capital Advisors first reported a position in Morgan Stanley in Q2 2014 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Metropolitan Capital Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.