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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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B 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. 1,039 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.
  • 1,039 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.