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PEAK6 Group’s Morgan Stanley MS Stock Holding History

PEAK6 Group’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 		$30.1M Buy
635,747
+454,287
+250% +$23.7M 0.13% 135
2018
Q1 		$9.79M Buy
+181,460
New +$10M 0.04% 461
2017
Q3 		– Sell
-154,721
Closed -$7.18M – 4787
2017
Q2 		$6.89M Sell
154,721
-94,607
-38% -$4.08M 0.04% 539
2017
Q1 		$10.7M Buy
249,328
+50,345
+25% +$2.23M 0.09% 260
2016
Q4 		$8.41M Sell
198,983
-1,086
-0.5% -$41.1K 0.06% 436
2016
Q3 		$6.41M Sell
200,069
-125,312
-39% -$3.74M 0.05% 556
2016
Q2 		$8.45M Sell
325,381
-64,646
-17% -$1.69M 0.07% 413
2016
Q1 		$9.76M Sell
390,027
-36,785
-9% -$939K 0.08% 322
2015
Q4 		$13.6M Sell
426,812
-197,599
-32% -$6.57M 0.09% 264
2015
Q3 		$19.7M Buy
624,411
+415,878
+199% +$15.1M 0.1% 233
2015
Q2 		$8.09M Buy
208,533
+31,866
+18% +$1.21M 0.05% 542
2015
Q1 		$6.3M Buy
176,667
+89,766
+103% +$3.22M 0.05% 555
2014
Q4 		$3.37M Buy
86,901
+28,018
+48% +$997K 0.03% 903
2014
Q3 		$2.04M Buy
58,883
+45,241
+332% +$1.51M 0.02% 1233
2014
Q2 		$441K Sell
13,642
-18,004
-57% -$555K ﹤0.01% 2418
2014
Q1 		$989K Buy
+31,646
New +$978K 0.01% 1879
2013
Q4 		– Sell
-613,262
Closed -$18.2M – 5227
2013
Q3 		$8.27M Buy
613,262
+510,762
+498% +$13.7M 0.06% 421
2013
Q2 		$2.5K Buy
+102,500
New +$2.43M 0.01% 1316

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

PEAK6 Group's MS Position: Q2 2018 in Review

PEAK6 Group increased its Morgan Stanley (MS) stake by 250% in Q2 2018, buying an estimated $23.7M and bringing the position to 635,747 shares worth $30.1M. The position accounts for 0.13% of the portfolio, ranked #135.

PEAK6 Group first reported a position in MS in Q2 2013 and has held it in 18 quarters since. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • PEAK6 Group held 635,747 shares of Morgan Stanley worth $30.1M as of Q2 2018.
  • PEAK6 Group bought 454,287 Morgan Stanley shares in Q2 2018, an estimated $23.7M.
  • Morgan Stanley made up 0.13% of PEAK6 Group's portfolio in Q2 2018, its #135 holding.
  • PEAK6 Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 18 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.