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Redwood Investments’s Morgan Stanley MS Stock Holding History

Redwood Investments’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
-188,143
Closed -$7.46M – 137
2018
Q4 		$7.46M Buy
+188,143
New +$8.21M 0.7% 77
2015
Q1 		– Sell
-85,461
Closed -$3.32M – 184
2014
Q4 		$3.32M Buy
+85,461
New +$3.04M 0.5% 58

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Redwood Investments's MS Position: Q1 2019 in Review

Redwood Investments sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 188,143 shares — an estimated $7.46M sold.

Redwood Investments first reported a position in MS in Q4 2014 and held it in 2 quarters. The position peaked at $7.46M in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • Redwood Investments reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
  • Redwood Investments sold 188,143 Morgan Stanley shares in Q1 2019, an estimated $7.46M.
  • Redwood Investments first reported a position in Morgan Stanley in Q4 2014 and held it in 2 quarters.
  • Redwood Investments's Morgan Stanley position peaked at $7.46M in Q4 2018.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Redwood Investments's 13F filing for Q1 2019, filed 7 May 2019.