PCM
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Poehling Capital Management’s Morgan Stanley MS Stock Holding History

Poehling 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
2020
Q1 		– Sell
-6,572
Closed -$336K – 110
2019
Q4 		$336K Hold
6,572
– – 0.22% 81
2019
Q3 		$280K Sell
6,572
-5
-0.1% -$214 0.21% 83
2019
Q2 		$288K Buy
6,577
+5
+0.1% +$223 0.19% 89
2019
Q1 		$277K Sell
6,572
-80
-1% -$3.37K 0.2% 90
2018
Q4 		$264K Hold
6,652
– – 0.25% 84
2018
Q3 		$310K Buy
6,652
+1,100
+20% +$53.7K 0.22% 86
2018
Q2 		$263K Sell
5,552
-1,100
-17% -$57.5K 0.23% 82
2018
Q1 		$359K Hold
6,652
– – 0.29% 77
2017
Q4 		$349K Buy
+6,652
New +$336K 0.3% 76

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Poehling Capital Management's MS Position: Q1 2020 in Review

Poehling Capital Management sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 6,572 shares — an estimated $336K sold.

Poehling Capital Management first reported a position in MS in Q4 2017 and held it in 9 quarters. The position peaked at $359K in Q1 2018. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Poehling Capital Management reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Poehling Capital Management sold 6,572 Morgan Stanley shares in Q1 2020, an estimated $336K.
  • Poehling Capital Management first reported a position in Morgan Stanley in Q4 2017 and held it in 9 quarters.
  • Poehling Capital Management's Morgan Stanley position peaked at $359K in Q1 2018.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Poehling Capital Management's 13F filing for Q1 2020, filed 6 May 2020.