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Monetta Financial Services’s Morgan Stanley MS Stock Holding History

Monetta Financial Services’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 		– Sell
-48,000
Closed -$1.51M – 96
2015
Q3 		$1.51M Hold
48,000
– – 0.93% 35
2015
Q2 		$1.86M Buy
+48,000
New +$1.83M 1.06% 29

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JP Morgan Chase
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LTI
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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

Monetta Financial Services's MS Position: Q4 2015 in Review

Monetta Financial Services sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 48,000 shares — an estimated $1.51M sold.

Monetta Financial Services first reported a position in MS in Q2 2015 and held it in 2 quarters. The position peaked at $1.86M in Q2 2015. 815 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Monetta Financial Services reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
  • Monetta Financial Services sold 48,000 Morgan Stanley shares in Q4 2015, an estimated $1.51M.
  • Monetta Financial Services first reported a position in Morgan Stanley in Q2 2015 and held it in 2 quarters.
  • Monetta Financial Services's Morgan Stanley position peaked at $1.86M in Q2 2015.
  • 815 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Monetta Financial Services's 13F filing for Q4 2015, filed 9 Feb 2016.