PI
MS icon

PHH Investments’s Morgan Stanley MS Stock Holding History

PHH Investments’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
Q2 		– Sell
-18,107
Closed -$764K – 85
2019
Q1 		$764K Sell
18,107
-165
-0.9% -$6.94K 0.22% 63
2018
Q4 		$724K Sell
18,272
-1,531
-8% -$66.8K 0.23% 63
2018
Q3 		$922K Buy
19,803
+1,039
+6% +$50.7K 0.27% 59
2018
Q2 		$889K Buy
18,764
+1,499
+9% +$78.3K 0.27% 56
2018
Q1 		$932K Buy
+17,265
New +$956K 0.29% 58

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PHH Investments's MS Position: Q2 2019 in Review

PHH Investments sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 18,107 shares — an estimated $764K sold.

PHH Investments first reported a position in MS in Q1 2018 and held it in 5 quarters. The position peaked at $932K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • PHH Investments reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • PHH Investments sold 18,107 Morgan Stanley shares in Q2 2019, an estimated $764K.
  • PHH Investments first reported a position in Morgan Stanley in Q1 2018 and held it in 5 quarters.
  • PHH Investments's Morgan Stanley position peaked at $932K in Q1 2018.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on PHH Investments's 13F filing for Q2 2019, filed 14 Aug 2019.