Morgan Stanley
YUMA

Morgan Stanley’s Yuma Energy Inc YUMA Stock Holding History

Morgan Stanley’s Portfolio YUMA Stock Details YUMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-30
Closed – – 6977
2019
Q3 		$0 Buy
+30
New +$76 ﹤0.01% 6949
2018
Q1 		– Hold
0
– – – 6794
2017
Q4 		– Hold
0
– – – 6752

Other funds holding YUMA

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's YUMA Position: Q4 2019 in Review

Morgan Stanley sold out of Yuma Energy Inc (YUMA) in Q4 2019, closing a stake of 30 shares.

Morgan Stanley first reported a position in YUMA in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 6 funds tracked by Wall St. Rank hold YUMA as of Q4 2019.

  • Morgan Stanley reported no remaining Yuma Energy Inc position as of Q4 2019 after selling out during the quarter.
  • Morgan Stanley sold 30 Yuma Energy Inc shares in Q4 2019.
  • Morgan Stanley first reported a position in Yuma Energy Inc in Q3 2019 and held it in 1 quarter.
  • Morgan Stanley's Yuma Energy Inc position peaked at $0 in Q3 2019.
  • 6 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q4 2019.

Based on Morgan Stanley's 13F filing for Q4 2019, filed 14 Feb 2020.