Morgan Stanley
PFIN

Morgan Stanley’s P&F Industries PFIN Stock Holding History

Morgan Stanley’s Portfolio PFIN Stock Details PFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$1K – 6971
2019
Q2 		$1K Buy
100
+63
+170% +$521 ﹤0.01% 6622
2019
Q1 		$0 Buy
37
+17
+85% +$138 ﹤0.01% 6931
2018
Q4 		$0 Sell
20
-300
-94% -$2.38K ﹤0.01% 6977
2018
Q3 		$3K Buy
320
+280
+700% +$2.33K ﹤0.01% 6541
2018
Q2 		$0 Hold
40
– – ﹤0.01% 6963
2018
Q1 		$0 Buy
+40
New +$307 ﹤0.01% 6901
2017
Q3 		– Sell
-99
Closed -$1K – 6810
2017
Q2 		$1K Sell
99
-1,300
-93% -$8.35K ﹤0.01% 6563
2017
Q1 		$10K Hold
1,399
– – ﹤0.01% 6243
2016
Q4 		$12K Sell
1,399
-700
-33% -$5.54K ﹤0.01% 6128
2016
Q3 		$18K Hold
2,099
– – ﹤0.01% 5950
2016
Q2 		$20K Sell
2,099
-5
-0.2% -$46 ﹤0.01% 5864
2016
Q1 		$20K Buy
2,104
+1,999
+1,904% +$18.6K ﹤0.01% 5926
2015
Q4 		$1K Buy
105
+6
+6% +$56 ﹤0.01% 6626
2015
Q3 		$1K Buy
99
+92
+1,314% +$859 ﹤0.01% 6582
2015
Q2 		$0 Buy
7
+1
+17% +$8 ﹤0.01% 7013
2015
Q1 		$0 Hold
6
– – ﹤0.01% 6956
2014
Q4 		$0 Hold
6
– – ﹤0.01% 6988
2014
Q3 		$0 Sell
6
-156
-96% -$1.23K ﹤0.01% 6928
2014
Q2 		$1K Buy
162
+156
+2,600% +$1.23K ﹤0.01% 6489
2014
Q1 		$0 Sell
6
-94
-94% -$694 ﹤0.01% 6785
2013
Q4 		$1K Buy
+100
New +$717 ﹤0.01% 6343

Other funds holding PFIN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
FPS
Fieldpoint Private Securities Greenwich, Connecticut $344M AUM 7.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley's PFIN Position: Q3 2019 in Review

Morgan Stanley sold out of P&F Industries (PFIN) in Q3 2019, closing a stake of 100 shares — an estimated $1K sold.

Morgan Stanley first reported a position in PFIN in Q4 2013 and held it in 21 quarters. The position peaked at $20K in Q2 2016. 12 funds tracked by Wall St. Rank hold PFIN as of Q3 2019.

  • Morgan Stanley reported no remaining P&F Industries position as of Q3 2019 after selling out during the quarter.
  • Morgan Stanley sold 100 P&F Industries shares in Q3 2019, an estimated $1K.
  • Morgan Stanley first reported a position in P&F Industries in Q4 2013 and held it in 21 quarters.
  • Morgan Stanley's P&F Industries position peaked at $20K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held P&F Industries as of Q3 2019.

Based on Morgan Stanley's 13F filing for Q3 2019, filed 14 Nov 2019.