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Profit Investment Management’s Morgan Stanley MS Stock Holding History

Profit Investment 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
2016
Q2 		– Sell
-115,668
Closed -$2.89M – 103
2016
Q1 		$2.89M Sell
115,668
-58,632
-34% -$1.5M 1.23% 33
2015
Q4 		$5.54M Sell
174,300
-207,649
-54% -$6.9M 1.76% 24
2015
Q3 		$12M Sell
381,949
-57,967
-13% -$2.11M 1.75% 26
2015
Q2 		$17.1M Sell
439,916
-514,619
-54% -$19.6M 1.97% 24
2015
Q1 		$34.1M Buy
+954,535
New +$34.2M 1.83% 30

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Profit Investment Management's MS Position: Q2 2016 in Review

Profit Investment Management sold out of Morgan Stanley (MS) in Q2 2016, closing a stake of 115,668 shares — an estimated $2.89M sold.

Profit Investment Management first reported a position in MS in Q1 2015 and held it in 5 quarters. The position peaked at $34.1M in Q1 2015. 746 funds tracked by Wall St. Rank hold MS as of Q2 2016.

  • Profit Investment Management reported no remaining Morgan Stanley position as of Q2 2016 after selling out during the quarter.
  • Profit Investment Management sold 115,668 Morgan Stanley shares in Q2 2016, an estimated $2.89M.
  • Profit Investment Management first reported a position in Morgan Stanley in Q1 2015 and held it in 5 quarters.
  • Profit Investment Management's Morgan Stanley position peaked at $34.1M in Q1 2015.
  • 746 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2016.

Based on Profit Investment Management's 13F filing for Q2 2016, filed 22 Jul 2016.