Perella Weinberg Partners Capital Management’s Morgan Stanley MS Stock Holding History

Perella Weinberg Partners Capital Management’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
2019 Q1	–	Sell	-121,478	Closed	-$4.82M	–	218
2018 Q4	$4.82M	Buy	+121,478	New	+$5.3M	0.3%	80
2016 Q2	–	Sell	-12,874	Closed	-$322K	–	58
2016 Q1	$322K	Buy	+12,874	New	+$329K	0.14%	52
2013 Q3	–	Sell	-47,840	Closed	-$1.17M	–	207
2013 Q2	$1.17M	Buy	+47,840	New	+$1.13M	0.08%	153

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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

Norges Bank Oslo, Norway $1T AUM

Perella Weinberg Partners Capital Management's MS Position: Q1 2019 in Review

Perella Weinberg Partners Capital Management sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 121,478 shares — an estimated $4.82M sold.

Perella Weinberg Partners Capital Management first reported a position in MS in Q2 2013 and held it in 3 quarters. The position peaked at $4.82M in Q4 2018. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Perella Weinberg Partners Capital Management reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 121,478 Morgan Stanley shares in Q1 2019, an estimated $4.82M.
Perella Weinberg Partners Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 3 quarters.
Perella Weinberg Partners Capital Management's Morgan Stanley position peaked at $4.82M in Q4 2018.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q1 2019, filed 6 May 2019.