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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 		$4.03M Buy
83,700
+31,900
+62% +$1.48M 0.07% 369
2017
Q2 		$2.31M Buy
51,800
+26,700
+106% +$1.15M 0.05% 591
2017
Q1 		$1.07M Sell
25,100
-85,000
-77% -$3.77M 0.04% 698
2016
Q4 		$4.65M Sell
110,100
-51,000
-32% -$1.93M 0.11% 223
2016
Q3 		$5.17M Sell
161,100
-6,200
-4% -$185K 0.11% 243
2016
Q2 		$4.35M Buy
167,300
+25,300
+18% +$662K 0.07% 356
2016
Q1 		$3.55M Sell
142,000
-106,200
-43% -$2.71M 0.06% 413
2015
Q4 		$7.89M Buy
248,200
+63,200
+34% +$2.1M 0.08% 322
2015
Q3 		$5.83M Sell
185,000
-107,300
-37% -$3.91M 0.06% 433
2015
Q2 		$11.3M Sell
292,300
-77,300
-21% -$2.94M 0.1% 225
2015
Q1 		$13.2M Sell
369,600
-593,700
-62% -$21.3M 0.13% 148
2014
Q4 		$37.4M Buy
963,300
+451,000
+88% +$16M 0.23% 54
2014
Q3 		$17.7M Sell
512,300
-424,600
-45% -$14.1M 0.09% 280
2014
Q2 		$30.3M Buy
936,900
+504,700
+117% +$15.6M 0.15% 119
2014
Q1 		$13.5M Sell
432,200
-150,600
-26% -$4.65M 0.08% 310
2013
Q4 		$18.3M Sell
582,800
-3,700
-0.6% -$110K 0.1% 208
2013
Q3 		$15.8M Buy
586,500
+132,400
+29% +$3.55M 0.1% 200
2013
Q2 		$11.1M Buy
+454,100
New +$10.8M 0.07% 318

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.