Nine Masts Capital’s Morgan Stanley MS Stock Holding History

Nine Masts Capital’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 Q4	–	Sell	-27,175	Closed	-$1.27M	–	278
2018 Q3	$1.27M	Sell	27,175 -13,440	-33%	-$656K	0.35%	74
2018 Q2	$1.93M	Buy	+40,615	New	+$2.12M	0.37%	48

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Nine Masts Capital's MS Position: Q4 2018 in Review

Nine Masts Capital sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 27,175 shares — an estimated $1.27M sold.

Nine Masts Capital first reported a position in MS in Q2 2018 and held it in 2 quarters. The position peaked at $1.93M in Q2 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Nine Masts Capital reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Nine Masts Capital sold 27,175 Morgan Stanley shares in Q4 2018, an estimated $1.27M.
Nine Masts Capital first reported a position in Morgan Stanley in Q2 2018 and held it in 2 quarters.
Nine Masts Capital's Morgan Stanley position peaked at $1.93M in Q2 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Nine Masts Capital's 13F filing for Q4 2018, filed 14 Feb 2019.