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Schonfeld Group Holdings’s Morgan Stanley MS Stock Holding History

Schonfeld Group Holdings’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
2014
Q3 		– Sell
-50,800
Closed -$1.64M – 33
2014
Q2 		$1.64M Buy
50,800
+8,623
+20% +$266K 5.63% 6
2014
Q1 		$1.31M Buy
+42,177
New +$1.3M 0.33% 69

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Schonfeld Group Holdings's MS Position: Q3 2014 in Review

Schonfeld Group Holdings sold out of Morgan Stanley (MS) in Q3 2014, closing a stake of 50,800 shares — an estimated $1.64M sold.

Schonfeld Group Holdings first reported a position in MS in Q1 2014 and held it in 2 quarters. The position peaked at $1.64M in Q2 2014. 731 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • Schonfeld Group Holdings reported no remaining Morgan Stanley position as of Q3 2014 after selling out during the quarter.
  • Schonfeld Group Holdings sold 50,800 Morgan Stanley shares in Q3 2014, an estimated $1.64M.
  • Schonfeld Group Holdings first reported a position in Morgan Stanley in Q1 2014 and held it in 2 quarters.
  • Schonfeld Group Holdings's Morgan Stanley position peaked at $1.64M in Q2 2014.
  • 731 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on Schonfeld Group Holdings's 13F filing for Q3 2014, filed 17 Nov 2014.