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Rampart Investment Management’s Morgan Stanley MS Stock Holding History

Rampart 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
2020
Q3 		– Sell
-8,759
Closed -$423K – 481
2020
Q2 		$423K Sell
8,759
-626
-7% -$26.3K 0.07% 283
2020
Q1 		$319K Sell
9,385
-5,556
-37% -$262K 0.15% 139
2019
Q4 		$764K Buy
14,941
+312
+2% +$14.8K 0.09% 259
2019
Q3 		$624K Sell
14,629
-1,991
-12% -$85.1K 0.08% 267
2019
Q2 		$728K Buy
16,620
+4,805
+41% +$214K 0.09% 263
2019
Q1 		$499K Sell
11,815
-1,025
-8% -$43.1K 0.06% 322
2018
Q4 		$509K Sell
12,840
-59,453
-82% -$2.59M 0.14% 144
2018
Q3 		$638K Buy
72,293
+13,223
+22% +$646K 0.28% 85
2018
Q2 		$2.8M Sell
59,070
-22,919
-28% -$1.2M 0.27% 106
2018
Q1 		$4.42M Buy
81,989
+62,788
+327% +$3.48M 0.42% 63
2017
Q4 		$1.01M Buy
19,201
+1,699
+10% +$85.9K 0.39% 61
2017
Q3 		$843K Buy
17,502
+1,134
+7% +$52.6K 0.29% 81
2017
Q2 		$729K Buy
16,368
+12,335
+306% +$532K 0.26% 88
2017
Q1 		$173K Sell
4,033
-20,135
-83% -$893K 0.06% 86
2016
Q4 		$1.02M Sell
24,168
-79
-0.3% -$2.99K 0.37% 17
2016
Q3 		$777K Buy
+24,247
New +$723K 0.3% 20

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rampart Investment Management's MS Position: Q3 2020 in Review

Rampart Investment Management sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 8,759 shares — an estimated $423K sold.

Rampart Investment Management first reported a position in MS in Q3 2016 and held it in 16 quarters. The position peaked at $4.42M in Q1 2018. 1,144 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Rampart Investment Management reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 8,759 Morgan Stanley shares in Q3 2020, an estimated $423K.
  • Rampart Investment Management first reported a position in Morgan Stanley in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Morgan Stanley position peaked at $4.42M in Q1 2018.
  • 1,144 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.