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Premia Global Advisors’s Morgan Stanley MS Stock Holding History

Premia Global 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
2019
Q2 		– Sell
-3,626
Closed -$153K – 257
2019
Q1 		$153K Buy
+3,626
New +$153K 0.15% 140
2018
Q2 		– Sell
-3,626
Closed -$195K – 307
2018
Q1 		$195K Hold
3,626
– – 0.17% 130
2017
Q4 		$190K Buy
+3,626
New +$183K 0.18% 139

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

Premia Global Advisors's MS Position: Q2 2019 in Review

Premia Global Advisors sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 3,626 shares — an estimated $153K sold.

Premia Global Advisors first reported a position in MS in Q4 2017 and held it in 3 quarters. The position peaked at $195K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Premia Global Advisors reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 3,626 Morgan Stanley shares in Q2 2019, an estimated $153K.
  • Premia Global Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 3 quarters.
  • Premia Global Advisors's Morgan Stanley position peaked at $195K in Q1 2018.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.