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Seven Bridges Advisors’s Morgan Stanley MS Stock Holding History

Seven Bridges Advisors’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
Q1 		– Sell
-23,092
Closed -$1.21M – 64
2017
Q4 		$1.21M Hold
23,092
– – 0.98% 27
2017
Q3 		$1.11M Buy
23,092
+246
+1% +$11.4K 0.93% 33
2017
Q2 		$1.02M Sell
22,846
-5,611
-20% -$242K 0.91% 34
2017
Q1 		$1.22M Sell
28,457
-8,400
-23% -$373K 1.16% 23
2016
Q4 		$1.56M Sell
36,857
-3,583
-9% -$135K 1.59% 15
2016
Q3 		$1.3M Buy
+40,440
New +$1.21M 1.15% 22

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

Seven Bridges Advisors's MS Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 23,092 shares — an estimated $1.21M sold.

Seven Bridges Advisors first reported a position in MS in Q3 2016 and held it in 6 quarters. The position peaked at $1.56M in Q4 2016. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 23,092 Morgan Stanley shares in Q1 2018, an estimated $1.21M.
  • Seven Bridges Advisors first reported a position in Morgan Stanley in Q3 2016 and held it in 6 quarters.
  • Seven Bridges Advisors's Morgan Stanley position peaked at $1.56M in Q4 2016.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.