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Oxbow Advisors’s Morgan Stanley MS Stock Holding History

Oxbow Advisors’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 		– Sell
-56,136
Closed -$2.46M – 304
2019
Q2 		$2.46M Sell
56,136
-539
-1% -$24K 0.3% 86
2019
Q1 		$2.39M Buy
56,675
+1,190
+2% +$50.1K 0.29% 79
2018
Q4 		$2.2M Buy
+55,485
New +$2.42M 0.29% 81
2018
Q2 		– Sell
-10,500
Closed -$567K – 306
2018
Q1 		$567K Sell
10,500
-100
-0.9% -$5.54K 0.12% 143
2017
Q4 		$556K Sell
10,600
-4,900
-32% -$248K 0.1% 162
2017
Q3 		$747K Sell
15,500
-10,000
-39% -$464K 0.14% 140
2017
Q2 		$1.14M Buy
+25,500
New +$1.1M 0.2% 121

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oxbow Advisors's MS Position: Q3 2019 in Review

Oxbow Advisors sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 56,136 shares — an estimated $2.46M sold.

Oxbow Advisors first reported a position in MS in Q2 2017 and held it in 7 quarters. The position peaked at $2.46M in Q2 2019. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Oxbow Advisors reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Oxbow Advisors sold 56,136 Morgan Stanley shares in Q3 2019, an estimated $2.46M.
  • Oxbow Advisors first reported a position in Morgan Stanley in Q2 2017 and held it in 7 quarters.
  • Oxbow Advisors's Morgan Stanley position peaked at $2.46M in Q2 2019.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Oxbow Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.