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Platte River Capital’s Morgan Stanley MS Stock Holding History

Platte River Capital’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
2015
Q3 		– Sell
-9,610
Closed -$373K – 135
2015
Q2 		$373K Hold
9,610
– – 0.19% 125
2015
Q1 		$343K Hold
9,610
– – 0.15% 124
2014
Q4 		$373K Hold
9,610
– – 0.14% 130
2014
Q3 		$332K Sell
9,610
-19,640
-67% -$654K 0.09% 158
2014
Q2 		$946K Sell
29,250
-3,200
-10% -$98.7K 0.14% 133
2014
Q1 		$1.01M Hold
32,450
– – 0.14% 143
2013
Q4 		$1.02M Sell
32,450
-8,350
-20% -$248K 0.13% 148
2013
Q3 		$1.1M Hold
40,800
– – 0.14% 149
2013
Q2 		$997K Buy
+40,800
New +$968K 0.12% 154

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Platte River Capital's MS Position: Q3 2015 in Review

Platte River Capital sold out of Morgan Stanley (MS) in Q3 2015, closing a stake of 9,610 shares — an estimated $373K sold.

Platte River Capital first reported a position in MS in Q2 2013 and held it in 9 quarters. The position peaked at $1.1M in Q3 2013. 803 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • Platte River Capital reported no remaining Morgan Stanley position as of Q3 2015 after selling out during the quarter.
  • Platte River Capital sold 9,610 Morgan Stanley shares in Q3 2015, an estimated $373K.
  • Platte River Capital first reported a position in Morgan Stanley in Q2 2013 and held it in 9 quarters.
  • Platte River Capital's Morgan Stanley position peaked at $1.1M in Q3 2013.
  • 803 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Platte River Capital's 13F filing for Q3 2015, filed 12 Nov 2015.