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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 		$3.67M Buy
76,200
+47,100
+162% +$2.18M 0.06% 414
2017
Q2 		$1.3M Sell
29,100
-6,500
-18% -$280K 0.03% 926
2017
Q1 		$1.52M Buy
35,600
+33,300
+1,448% +$1.48M 0.05% 491
2016
Q4 		$97K Buy
2,300
+300
+15% +$11.3K ﹤0.01% 2218
2016
Q3 		$64K Sell
2,000
-500
-20% -$14.9K ﹤0.01% 2552
2016
Q2 		$65K Sell
2,500
-100
-4% -$2.62K ﹤0.01% 2684
2016
Q1 		$65K Sell
2,600
-74,000
-97% -$1.89M ﹤0.01% 2734
2015
Q4 		$2.44M Buy
76,600
+11,300
+17% +$375K 0.03% 875
2015
Q3 		$2.06M Sell
65,300
-290,300
-82% -$10.6M 0.02% 1064
2015
Q2 		$13.8M Buy
355,600
+201,100
+130% +$7.65M 0.13% 176
2015
Q1 		$5.51M Buy
154,500
+16,300
+12% +$585K 0.05% 512
2014
Q4 		$5.36M Sell
138,200
-131,300
-49% -$4.67M 0.03% 755
2014
Q3 		$9.32M Buy
269,500
+38,700
+17% +$1.29M 0.05% 565
2014
Q2 		$7.46M Buy
230,800
+104,200
+82% +$3.21M 0.04% 716
2014
Q1 		$3.95M Sell
126,600
-23,900
-16% -$738K 0.02% 1013
2013
Q4 		$4.72M Sell
150,500
-53,500
-26% -$1.59M 0.03% 926
2013
Q3 		$5.5M Buy
204,000
+72,700
+55% +$1.95M 0.03% 667
2013
Q2 		$3.21M Buy
+131,300
New +$3.11M 0.02% 1007

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

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.