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Reinhart Partners’s Morgan Stanley MS Stock Holding History

Reinhart Partners’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
2018
Q3 		– Sell
-8,495
Closed -$403K – 96
2018
Q2 		$403K Sell
8,495
-380
-4% -$19.9K 0.04% 88
2018
Q1 		$479K Sell
8,875
-75
-0.8% -$4.15K 0.05% 80
2017
Q4 		$470K Sell
8,950
-130
-1% -$6.57K 0.05% 90
2017
Q3 		$437K Sell
9,080
-675
-7% -$31.3K 0.05% 87
2017
Q2 		$435K Buy
9,755
+220
+2% +$9.49K 0.04% 94
2017
Q1 		$408K Buy
+9,535
New +$423K 0.04% 93

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Reinhart Partners's MS Position: Q3 2018 in Review

Reinhart Partners sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 8,495 shares — an estimated $403K sold.

Reinhart Partners first reported a position in MS in Q1 2017 and held it in 6 quarters. The position peaked at $479K in Q1 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Reinhart Partners reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Reinhart Partners sold 8,495 Morgan Stanley shares in Q3 2018, an estimated $403K.
  • Reinhart Partners first reported a position in Morgan Stanley in Q1 2017 and held it in 6 quarters.
  • Reinhart Partners's Morgan Stanley position peaked at $479K in Q1 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Reinhart Partners's 13F filing for Q3 2018, filed 25 Oct 2018.