MC
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Miles Capital’s Morgan Stanley MS Stock Holding History

Miles Capital’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
2020
Q1 		$833K Buy
24,514
+132
+0.5% +$6.22K 0.9% 24
2019
Q4 		$1.25M Sell
24,382
-2,261
-8% -$107K 1% 21
2019
Q3 		$1.14M Buy
26,643
+4,405
+20% +$188K 0.94% 22
2019
Q2 		$974K Buy
22,238
+15,879
+250% +$708K 0.79% 30
2019
Q1 		$268K Sell
6,359
-618
-9% -$26K 0.23% 119
2018
Q4 		$277K Buy
6,977
+240
+4% +$10.5K 0.27% 106
2018
Q3 		$314K Buy
+6,737
New +$329K 0.25% 107
2016
Q1 		– Sell
-14,170
Closed -$451K – 166
2015
Q4 		$451K Sell
14,170
-14,383
-50% -$478K 0.31% 86
2015
Q3 		$899K Sell
28,553
-439
-2% -$16K 0.65% 32
2015
Q2 		$1.13M Sell
28,992
-1,190
-4% -$45.3K 0.74% 32
2015
Q1 		$1.08M Buy
+30,182
New +$1.08M 0.64% 44

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Miles Capital's MS Position: Q1 2020 in Review

Miles Capital increased its Morgan Stanley (MS) stake by 0.54% in Q1 2020, buying an estimated $6.22K and bringing the position to 24,514 shares worth $833K. The position accounts for 0.9% of the portfolio, ranked #24.

Miles Capital first reported a position in MS in Q1 2015 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2019. 1,033 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Miles Capital held 24,514 shares of Morgan Stanley worth $833K as of Q1 2020.
  • Miles Capital bought 132 Morgan Stanley shares in Q1 2020, an estimated $6.22K.
  • Morgan Stanley made up 0.9% of Miles Capital's portfolio in Q1 2020, its #24 holding.
  • Miles Capital first reported a position in Morgan Stanley in Q1 2015 and has held it in 11 quarters since.
  • Miles Capital's Morgan Stanley position peaked at $1.25M in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.