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Sandhill Capital Partners’s Morgan Stanley MS Stock Holding History

Sandhill 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
2017
Q1 		– Sell
-293,076
Closed -$12.4M – 66
2016
Q4 		$12.4M Buy
293,076
+6,146
+2% +$232K 3.4% 15
2016
Q3 		$9.2M Buy
286,930
+6,702
+2% +$200K 2.77% 22
2016
Q2 		$7.28M Sell
280,228
-32,762
-10% -$857K 2.28% 25
2016
Q1 		$7.83M Buy
312,990
+105,908
+51% +$2.7M 2.57% 24
2015
Q4 		$6.59M Sell
207,082
-2,715
-1% -$90.2K 2.1% 23
2015
Q3 		$6.61M Sell
209,797
-32,017
-13% -$1.17M 2.21% 22
2015
Q2 		$9.38M Buy
241,814
+15,678
+7% +$597K 2.87% 20
2015
Q1 		$8.07M Buy
226,136
+5,841
+3% +$210K 2.74% 19
2014
Q4 		$8.55M Buy
220,295
+1,210
+0.6% +$43K 2.9% 19
2014
Q3 		$7.57M Buy
219,085
+5,889
+3% +$196K 2.7% 20
2014
Q2 		$6.89M Buy
213,196
+609
+0.3% +$18.8K 2.49% 21
2014
Q1 		$6.63M Buy
212,587
+7,165
+3% +$221K 2.51% 20
2013
Q4 		$6.44M Buy
205,422
+12,497
+6% +$372K 2.58% 21
2013
Q3 		$5.2M Sell
192,925
-1,299
-0.7% -$34.9K 2.34% 22
2013
Q2 		$4.75M Buy
+194,224
New +$4.61M 2.35% 21

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Sandhill Capital Partners's MS Position: Q1 2017 in Review

Sandhill Capital Partners sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 293,076 shares — an estimated $12.4M sold.

Sandhill Capital Partners first reported a position in MS in Q2 2013 and held it in 15 quarters. The position peaked at $12.4M in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Sandhill Capital Partners reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Sandhill Capital Partners sold 293,076 Morgan Stanley shares in Q1 2017, an estimated $12.4M.
  • Sandhill Capital Partners first reported a position in Morgan Stanley in Q2 2013 and held it in 15 quarters.
  • Sandhill Capital Partners's Morgan Stanley position peaked at $12.4M in Q4 2016.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Sandhill Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.