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Panthera Investment’s Morgan Stanley MS Stock Holding History

Panthera Investment’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 		$6.69M Buy
+187,400
New +$6.72M 1.22% 23

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Panthera Investment's MS Position: Q1 2015 in Review

Panthera Investment opened a new position in Morgan Stanley (MS) in Q1 2015: 27,013 shares worth $964K. The stake represents 0.18% of the portfolio and ranks #72 among its holdings.

789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Panthera Investment held 27,013 shares of Morgan Stanley worth $964K as of Q1 2015.
  • Morgan Stanley was a new Panthera Investment position in Q1 2015.
  • Morgan Stanley made up 0.18% of Panthera Investment's portfolio in Q1 2015, its #72 holding.
  • 789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Panthera Investment's 13F filing for Q1 2015, filed 15 May 2015.