QCMC
MS icon

Quantum Capital Management (California)’s Morgan Stanley MS Stock Holding History

Quantum Capital Management (California)’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
2014
Q1 		– Sell
-750
Closed -$24K – 209
2013
Q4 		$24K Buy
+750
New +$22.3K ﹤0.01% 192

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Quantum Capital Management (California)'s MS Position: Q1 2014 in Review

Quantum Capital Management (California) sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 750 shares — an estimated $24K sold.

Quantum Capital Management (California) first reported a position in MS in Q4 2013 and held it in 1 quarter. The position peaked at $24K in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Quantum Capital Management (California) reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Quantum Capital Management (California) sold 750 Morgan Stanley shares in Q1 2014, an estimated $24K.
  • Quantum Capital Management (California) first reported a position in Morgan Stanley in Q4 2013 and held it in 1 quarter.
  • Quantum Capital Management (California)'s Morgan Stanley position peaked at $24K in Q4 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Quantum Capital Management (California)'s 13F filing for Q1 2014, filed 16 May 2014.