Southport Capital Management’s Morgan Stanley MS Stock Holding History

Southport Capital Management’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	-785	Closed	-$37K	–	375
2018 Q3	$37K	Buy	+785	New	+$38.3K	0.02%	281

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Southport Capital Management's MS Position: Q4 2018 in Review

Southport Capital Management sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 785 shares — an estimated $37K sold.

Southport Capital Management first reported a position in MS in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Southport Capital Management reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Southport Capital Management sold 785 Morgan Stanley shares in Q4 2018, an estimated $37K.
Southport Capital Management first reported a position in Morgan Stanley in Q3 2018 and held it in 1 quarter.
Southport Capital Management's Morgan Stanley position peaked at $37K in Q3 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Southport Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.