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Piedmont Investment Advisors’s Morgan Stanley MS Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-103,150
Closed -$3.51M – 445
2020
Q1 		$3.51M Buy
103,150
+80,026
+346% +$3.77M 0.14% 146
2019
Q4 		$1.18M Buy
23,124
+3,583
+18% +$170K 0.04% 303
2019
Q3 		$834K Buy
19,541
+629
+3% +$26.9K 0.03% 363
2019
Q2 		$829K Sell
18,912
-2,063
-10% -$92K 0.03% 374
2019
Q1 		$885K Buy
20,975
+1,579
+8% +$66.4K 0.04% 323
2018
Q4 		$769K Buy
19,396
+5,654
+41% +$247K 0.04% 325
2018
Q3 		$640K Sell
13,742
-41,788
-75% -$2.04M 0.03% 425
2018
Q2 		$2.63M Sell
55,530
-136,832
-71% -$7.15M 0.13% 168
2018
Q1 		$10.4M Sell
192,362
-85,479
-31% -$4.73M 0.28% 96
2017
Q4 		$14.6M Sell
277,841
-7,342
-3% -$371K 0.29% 91
2017
Q3 		$13.7M Buy
285,183
+2,595
+0.9% +$120K 0.29% 92
2017
Q2 		$12.6M Sell
282,588
-20,410
-7% -$880K 0.28% 95
2017
Q1 		$13M Buy
302,998
+2,605
+0.9% +$116K 0.27% 101
2016
Q4 		$12.7M Buy
300,393
+6,505
+2% +$246K 0.26% 105
2016
Q3 		$9.42M Sell
293,888
-30,373
-9% -$906K 0.2% 124
2016
Q2 		$8.42M Sell
324,261
-19,514
-6% -$510K 0.17% 138
2016
Q1 		$8.6M Buy
343,775
+5,282
+2% +$135K 0.18% 134
2015
Q4 		$10.8M Sell
338,493
-32,200
-9% -$1.07M 0.23% 113
2015
Q3 		$11.7M Buy
370,693
+2,687
+0.7% +$97.8K 0.26% 101
2015
Q2 		$14.3M Buy
368,006
+331,334
+904% +$12.6M 0.3% 97
2015
Q1 		$1.31M Hold
36,672
– – 0.08% 121
2014
Q4 		$1.42M Sell
36,672
-127
-0.3% -$4.52K 0.09% 112
2014
Q3 		$1.27M Sell
36,799
-138
-0.4% -$4.6K 0.07% 125
2014
Q2 		$1.19M Sell
36,937
-171
-0.5% -$5.27K 0.06% 128
2014
Q1 		$1.16M Sell
37,108
-1,048
-3% -$32.4K 0.06% 129
2013
Q4 		$1.2M Sell
38,156
-4,241
-10% -$126K 0.06% 130
2013
Q3 		$1.14M Buy
42,397
+626
+1% +$16.8K 0.06% 130
2013
Q2 		$1.02M Buy
+41,771
New +$991K 0.05% 185

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Piedmont Investment Advisors's MS Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 103,150 shares — an estimated $3.51M sold.

Piedmont Investment Advisors first reported a position in MS in Q2 2013 and held it in 28 quarters. The position peaked at $14.6M in Q4 2017. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 103,150 Morgan Stanley shares in Q2 2020, an estimated $3.51M.
  • Piedmont Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and held it in 28 quarters.
  • Piedmont Investment Advisors's Morgan Stanley position peaked at $14.6M in Q4 2017.
  • 1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.