Old Mutual Customised Solutions’s Morgan Stanley MS Stock Holding History

Old Mutual Customised Solutions’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 Q2	$1.29M	Hold	27,199	–	–	0.13%	198
2018 Q1	$1.47M	Hold	27,199	–	–	0.15%	176
2017 Q4	$1.43M	Hold	27,199	–	–	0.15%	176
2017 Q3	$1.31M	Hold	27,199	–	–	0.18%	139
2017 Q2	$1.21M	Hold	27,199	–	–	0.18%	144
2017 Q1	$1.17M	Buy	27,199 +199	+0.7%	+$8.83K	0.18%	141
2016 Q4	$1.14M	Buy	27,000 +13,500	+100%	+$510K	0.21%	116
2016 Q3	$433K	Sell	13,500 -5,500	-29%	-$164K	0.12%	191
2016 Q2	$494K	Sell	19,000 -7,600	-29%	-$199K	0.12%	201
2016 Q1	$665K	Buy	26,600 +8,600	+48%	+$219K	0.17%	141
2015 Q4	$573K	Hold	18,000	–	–	0.14%	166
2015 Q3	$567K	Hold	18,000	–	–	0.15%	167
2015 Q2	$698K	Hold	18,000	–	–	0.17%	152
2015 Q1	$642K	Sell	18,000 -8,700	-33%	-$312K	0.16%	162
2014 Q4	$1.04M	Sell	26,700 -900	-3%	-$32K	0.29%	68
2014 Q3	$954K	Sell	27,600 -3,700	-12%	-$123K	0.27%	70
2014 Q2	$1.01M	Sell	31,300 -1,400	-4%	-$43.2K	0.24%	76
2014 Q1	$1.02M	Hold	32,700	–	–	0.26%	78
2013 Q4	$1.02M	Hold	32,700	–	–	0.27%	77
2013 Q3	$881K	Hold	32,700	–	–	0.25%	81
2013 Q2	$799K	Buy	+32,700	New	+$776K	0.23%	79

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

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

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

Old Mutual Customised Solutions's MS Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Morgan Stanley (MS) position steady in Q2 2018 at 27,199 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #198.

Old Mutual Customised Solutions first reported a position in MS in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.47M in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

Old Mutual Customised Solutions held 27,199 shares of Morgan Stanley worth $1.29M as of Q2 2018.
Old Mutual Customised Solutions left its Morgan Stanley share count unchanged in Q2 2018.
Morgan Stanley made up 0.13% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #198 holding.
Old Mutual Customised Solutions first reported a position in Morgan Stanley in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Morgan Stanley position peaked at $1.47M in Q1 2018.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.