Neuburgh Advisers’s Morgan Stanley MS Stock Holding History

Neuburgh Advisers’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
2019 Q3	$10M	Buy	234,532 +36,822	+19%	+$1.57M	0.31%	72
2019 Q2	$8.66M	Buy	197,710 +71,230	+56%	+$3.18M	0.28%	78
2019 Q1	$5.34M	Buy	126,480 +70,414	+126%	+$2.96M	0.18%	114
2018 Q4	$2.22M	Sell	56,066 -9,894	-15%	-$432K	0.09%	182
2018 Q3	$3.07M	Sell	65,960 -66,232	-50%	-$3.23M	0.1%	179
2018 Q2	$6.27M	Sell	132,192 -29,580	-18%	-$1.55M	0.21%	99
2018 Q1	$8.73M	Sell	161,772 -95,336	-37%	-$5.28M	0.31%	70
2017 Q4	$13.5M	Sell	257,108 -25,704	-9%	-$1.3M	0.48%	51
2017 Q3	$13.6M	Buy	282,812 +23,426	+9%	+$1.09M	0.51%	51
2017 Q2	$11.6M	Buy	259,386 +69,598	+37%	+$3M	0.44%	58
2017 Q1	$8.13M	Buy	189,788 +164,424	+648%	+$7.3M	0.32%	67
2016 Q4	$1.07M	Buy	+25,364	New	+$959K	0.05%	228

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neuburgh Advisers's MS Position: Q3 2019 in Review

Neuburgh Advisers increased its Morgan Stanley (MS) stake by 19% in Q3 2019, buying an estimated $1.57M and bringing the position to 234,532 shares worth $10M. The position accounts for 0.31% of the portfolio, ranked #72.

Neuburgh Advisers first reported a position in MS in Q4 2016 and has held it in 12 quarters since. The position peaked at $13.6M in Q3 2017. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

Neuburgh Advisers held 234,532 shares of Morgan Stanley worth $10M as of Q3 2019.
Neuburgh Advisers bought 36,822 Morgan Stanley shares in Q3 2019, an estimated $1.57M.
Morgan Stanley made up 0.31% of Neuburgh Advisers's portfolio in Q3 2019, its #72 holding.
Neuburgh Advisers first reported a position in Morgan Stanley in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Morgan Stanley position peaked at $13.6M in Q3 2017.
1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.