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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 		$55.7M Buy
1,174,100
+278,300
+31% +$14.5M 0.24% 55
2018
Q1 		$48.3M Buy
895,800
+305,700
+52% +$16.9M 0.21% 66
2017
Q4 		$31M Sell
590,100
-87,600
-13% -$4.43M 0.14% 136
2017
Q3 		$32.6M Sell
677,700
-360,700
-35% -$16.7M 0.17% 108
2017
Q2 		$46.3M Buy
1,038,400
+503,000
+94% +$21.7M 0.27% 50
2017
Q1 		$22.9M Sell
535,400
-91,400
-15% -$4.06M 0.19% 94
2016
Q4 		$26.5M Sell
626,800
-96,400
-13% -$3.65M 0.19% 79
2016
Q3 		$23.2M Sell
723,200
-229,100
-24% -$6.83M 0.17% 96
2016
Q2 		$24.7M Buy
952,300
+289,400
+44% +$7.57M 0.19% 89
2016
Q1 		$16.6M Sell
662,900
-200,800
-23% -$5.12M 0.13% 157
2015
Q4 		$27.5M Sell
863,700
-177,300
-17% -$5.89M 0.19% 88
2015
Q3 		$32.8M Buy
1,041,000
+136,000
+15% +$4.95M 0.17% 101
2015
Q2 		$35.1M Buy
905,000
+308,300
+52% +$11.7M 0.21% 62
2015
Q1 		$21.3M Buy
596,700
+152,400
+34% +$5.47M 0.16% 108
2014
Q4 		$17.2M Buy
444,300
+83,400
+23% +$2.97M 0.13% 160
2014
Q3 		$12.5M Buy
360,900
+9,400
+3% +$313K 0.1% 243
2014
Q2 		$11.4M Buy
351,500
+14,400
+4% +$444K 0.11% 196
2014
Q1 		$10.5M Sell
337,100
-283,300
-46% -$8.75M 0.09% 255
2013
Q4 		$19.5M Sell
620,400
-1,611,200
-72% -$47.9M 0.14% 118
2013
Q3 		$30.1M Buy
2,231,600
+1,614,400
+262% +$43.3M 0.21% 48
2013
Q2 		$15.1K Buy
+617,200
New +$14.6M 0.06% 178

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.