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Suffolk Capital Management’s Morgan Stanley MS Stock Holding History

Suffolk 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
Q3 		– Sell
-258,189
Closed -$12.2M – 138
2018
Q2 		$12.2M Buy
258,189
+154,125
+148% +$8.05M 1.74% 30
2018
Q1 		$5.62M Sell
104,064
-22,957
-18% -$1.27M 0.8% 50
2017
Q4 		$6.67M Hold
127,021
– – 0.87% 52
2017
Q3 		$6.12M Buy
127,021
+50,873
+67% +$2.36M 0.81% 49
2017
Q2 		$3.39M Sell
76,148
-147,422
-66% -$6.36M 0.45% 55
2017
Q1 		$9.58M Buy
+223,570
New +$9.92M 1.28% 39

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Suffolk Capital Management's MS Position: Q3 2018 in Review

Suffolk Capital Management sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 258,189 shares — an estimated $12.2M sold.

Suffolk Capital Management first reported a position in MS in Q1 2017 and held it in 6 quarters. The position peaked at $12.2M in Q2 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Suffolk Capital Management reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Suffolk Capital Management sold 258,189 Morgan Stanley shares in Q3 2018, an estimated $12.2M.
  • Suffolk Capital Management first reported a position in Morgan Stanley in Q1 2017 and held it in 6 quarters.
  • Suffolk Capital Management's Morgan Stanley position peaked at $12.2M in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Suffolk Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.