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Spot Trading’s Morgan Stanley MS Stock Holding History

Spot Trading’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
Q3 		– Sell
-2,775
Closed -$129K – 3281
2017
Q2 		$124K Buy
+2,775
New +$120K ﹤0.01% 2484
2017
Q1 		– Sell
-32,847
Closed -$1.46M – 3178
2016
Q4 		$1.39M Sell
32,847
-90,643
-73% -$3.43M 0.03% 758
2016
Q3 		$3.96M Sell
123,490
-54,470
-31% -$1.62M 0.08% 343
2016
Q2 		$4.62M Buy
177,960
+35,126
+25% +$919K 0.08% 340
2016
Q1 		$3.57M Buy
142,834
+47,188
+49% +$1.2M 0.06% 410
2015
Q4 		$3.04M Buy
95,646
+24,603
+35% +$818K 0.03% 738
2015
Q3 		$2.24M Buy
71,043
+70,783
+27,224% +$2.58M 0.02% 1009
2015
Q2 		$10K Sell
260
-3,947
-94% -$150K ﹤0.01% 3556
2015
Q1 		$150K Sell
4,207
-43,287
-91% -$1.55M ﹤0.01% 2923
2014
Q4 		$1.84M Buy
+47,494
New +$1.69M 0.01% 1452
2014
Q3 		– Sell
-108,417
Closed -$3.61M – 4574
2014
Q2 		$3.5M Sell
108,417
-65,006
-37% -$2M 0.02% 1209
2014
Q1 		$5.41M Sell
173,423
-1,655
-0.9% -$51.1K 0.03% 804
2013
Q4 		$5.49M Buy
175,078
+9,469
+6% +$281K 0.03% 797
2013
Q3 		$4.46M Buy
165,609
+88,581
+115% +$2.38M 0.03% 794
2013
Q2 		$1.88M Buy
+77,028
New +$1.83M 0.01% 1430

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Spot Trading's MS Position: Q3 2017 in Review

Spot Trading sold out of Morgan Stanley (MS) in Q3 2017, closing a stake of 2,775 shares — an estimated $129K sold.

Spot Trading first reported a position in MS in Q2 2013 and held it in 15 quarters. The position peaked at $5.49M in Q4 2013. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

  • Spot Trading reported no remaining Morgan Stanley position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 2,775 Morgan Stanley shares in Q3 2017, an estimated $129K.
  • Spot Trading first reported a position in Morgan Stanley in Q2 2013 and held it in 15 quarters.
  • Spot Trading's Morgan Stanley position peaked at $5.49M in Q4 2013.
  • 922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.