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Newfound Research’s Morgan Stanley MS Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-24
Closed -$1K – 228
2017
Q4 		$1K Hold
24
– – ﹤0.01% 154
2017
Q3 		$1K Sell
24
-2
-8% -$93 ﹤0.01% 150
2017
Q2 		$1K Sell
26
-1
-4% -$43 ﹤0.01% 145
2017
Q1 		$1K Sell
27
-2
-7% -$89 ﹤0.01% 142
2016
Q4 		$1K Sell
29
-1
-3% -$38 ﹤0.01% 119
2016
Q3 		$1K Sell
30
-1
-3% -$30 ﹤0.01% 130
2016
Q2 		$1K Buy
+31
New +$811 ﹤0.01% 124

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Newfound Research's MS Position: Q1 2018 in Review

Newfound Research sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 24 shares — an estimated $1K sold.

Newfound Research first reported a position in MS in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Newfound Research reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 24 Morgan Stanley shares in Q1 2018, an estimated $1K.
  • Newfound Research first reported a position in Morgan Stanley in Q2 2016 and held it in 7 quarters.
  • Newfound Research's Morgan Stanley position peaked at $1K in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.