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Rothschild Capital Partners’s Morgan Stanley MS Stock Holding History

Rothschild Capital 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
Q4 		– Sell
-20,762
Closed -$967K – 39
2018
Q3 		$967K Hold
20,762
– – 0.43% 37
2018
Q2 		$984K Hold
20,762
– – 0.41% 39
2018
Q1 		$1.12M Hold
20,762
– – 0.44% 39
2017
Q4 		$1.09M Sell
20,762
-442
-2% -$22.4K 0.43% 41
2017
Q3 		$1.02M Sell
21,204
-3,557
-14% -$165K 0.44% 42
2017
Q2 		$1.1M Hold
24,761
– – 0.42% 37
2017
Q1 		$1.06M Sell
24,761
-239
-1% -$10.6K 0.41% 37
2016
Q4 		$1.06M Buy
+25,000
New +$945K 0.45% 41

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
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

Rothschild Capital Partners's MS Position: Q4 2018 in Review

Rothschild Capital Partners sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 20,762 shares — an estimated $967K sold.

Rothschild Capital Partners first reported a position in MS in Q4 2016 and held it in 8 quarters. The position peaked at $1.12M in Q1 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Rothschild Capital Partners reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Rothschild Capital Partners sold 20,762 Morgan Stanley shares in Q4 2018, an estimated $967K.
  • Rothschild Capital Partners first reported a position in Morgan Stanley in Q4 2016 and held it in 8 quarters.
  • Rothschild Capital Partners's Morgan Stanley position peaked at $1.12M in Q1 2018.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Rothschild Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.