Princeton Capital Management’s Morgan Stanley MS Stock Holding History

Princeton 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
2019 Q1	–	Sell	-380	Closed	-$15K	–	253
2018 Q4	$15K	Buy	+380	New	+$16.6K	0.01%	198
2016 Q4	$1.08M	Sell	25,593 -8,083	-24%	-$306K	1.56%	20
2016 Q3	$1.08M	Sell	33,676 -8,166	-20%	-$244K	1.33%	44
2016 Q2	$1.09M	Sell	41,842 -758	-2%	-$19.8K	1.24%	53
2016 Q1	$1.06M	Buy	42,600 +9,622	+29%	+$246K	1.2%	53
2015 Q4	$1.05M	Buy	+32,978	New	+$1.1M	1.18%	50

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Princeton Capital Management's MS Position: Q1 2019 in Review

Princeton Capital Management sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 380 shares — an estimated $15K sold.

Princeton Capital Management first reported a position in MS in Q4 2015 and held it in 6 quarters. The position peaked at $1.09M in Q2 2016. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Princeton Capital Management reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Princeton Capital Management sold 380 Morgan Stanley shares in Q1 2019, an estimated $15K.
Princeton Capital Management first reported a position in Morgan Stanley in Q4 2015 and held it in 6 quarters.
Princeton Capital Management's Morgan Stanley position peaked at $1.09M in Q2 2016.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Princeton Capital Management's 13F filing for Q1 2019, filed 2 May 2019.