Pelham Global Financials’s Morgan Stanley MS Stock Holding History

Pelham Global Financials’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 Q1	–	Sell	-170,000	Closed	-$8.92M	–	8
2017 Q4	$8.92M	Buy	+170,000	New	+$8.6M	6.88%	7

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Pelham Global Financials's MS Position: Q1 2018 in Review

Pelham Global Financials sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 170,000 shares — an estimated $8.92M sold.

Pelham Global Financials first reported a position in MS in Q4 2017 and held it in 1 quarter. The position peaked at $8.92M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

Pelham Global Financials reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
Pelham Global Financials sold 170,000 Morgan Stanley shares in Q1 2018, an estimated $8.92M.
Pelham Global Financials first reported a position in Morgan Stanley in Q4 2017 and held it in 1 quarter.
Pelham Global Financials's Morgan Stanley position peaked at $8.92M in Q4 2017.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Pelham Global Financials's 13F filing for Q1 2018, filed 20 Apr 2018.