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Orinda Asset Management’s Morgan Stanley MS Stock Holding History

Orinda Asset Management’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
2015
Q1 		– Sell
-3,630
Closed -$141K – 150
2014
Q4 		$141K Buy
+3,630
New +$129K 0.16% 89

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Orinda Asset Management's MS Position: Q1 2015 in Review

Orinda Asset Management sold out of Morgan Stanley (MS) in Q1 2015, closing a stake of 3,630 shares — an estimated $141K sold.

Orinda Asset Management first reported a position in MS in Q4 2014 and held it in 1 quarter. The position peaked at $141K in Q4 2014. 788 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Orinda Asset Management reported no remaining Morgan Stanley position as of Q1 2015 after selling out during the quarter.
  • Orinda Asset Management sold 3,630 Morgan Stanley shares in Q1 2015, an estimated $141K.
  • Orinda Asset Management first reported a position in Morgan Stanley in Q4 2014 and held it in 1 quarter.
  • Orinda Asset Management's Morgan Stanley position peaked at $141K in Q4 2014.
  • 788 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Orinda Asset Management's 13F filing for Q1 2015, filed 12 May 2015.