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Park Avenue Institutional Advisers’s Morgan Stanley MS Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-9,633
Closed -$250K – 272
2016
Q2 		$250K Buy
9,633
+119
+1% +$3.11K 0.21% 115
2016
Q1 		$238K Sell
9,514
-268
-3% -$6.84K 0.21% 120
2015
Q4 		$311K Sell
9,782
-353
-3% -$11.7K 0.27% 89
2015
Q3 		$319K Sell
10,135
-262
-3% -$9.54K 0.28% 86
2015
Q2 		$403K Buy
+10,397
New +$396K 0.32% 74

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Park Avenue Institutional Advisers's MS Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Morgan Stanley (MS) in Q3 2016, closing a stake of 9,633 shares — an estimated $250K sold.

Park Avenue Institutional Advisers first reported a position in MS in Q2 2015 and held it in 5 quarters. The position peaked at $403K in Q2 2015. 785 funds tracked by Wall St. Rank hold MS as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Morgan Stanley position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 9,633 Morgan Stanley shares in Q3 2016, an estimated $250K.
  • Park Avenue Institutional Advisers first reported a position in Morgan Stanley in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Morgan Stanley position peaked at $403K in Q2 2015.
  • 785 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.