PCMM
MS icon

Private Capital Management (Minnesota)’s Morgan Stanley MS Stock Holding History

Private Capital Management (Minnesota)’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
2017
Q3 		$306K Sell
6,350
-500
-7% -$23.2K 0.34% 130
2017
Q2 		$305K Buy
6,850
+550
+9% +$23.7K 0.34% 127
2017
Q1 		$270K Buy
6,300
+1,300
+26% +$57.7K 0.3% 134
2016
Q4 		$211K Sell
5,000
-7,000
-58% -$265K 0.24% 147
2016
Q3 		$385K Sell
12,000
-5,200
-30% -$155K 0.4% 109
2016
Q2 		$447K Hold
17,200
– – 0.44% 103
2016
Q1 		$430K Buy
17,200
+2,700
+19% +$68.9K 0.39% 119
2015
Q4 		$461K Buy
+14,500
New +$482K 0.42% 107

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return