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Symphony Asset Management’s Morgan Stanley MS Stock Holding History

Symphony Asset 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
2020
Q1 		– Sell
-10,214
Closed -$522K – 115
2019
Q4 		$522K Sell
10,214
-292
-3% -$13.8K 0.12% 109
2019
Q3 		$448K Buy
+10,506
New +$449K 0.1% 117
2019
Q1 		– Sell
-17,701
Closed -$702K – 199
2018
Q4 		$702K Buy
+17,701
New +$772K 0.21% 49

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Asset Management's MS Position: Q1 2020 in Review

Symphony Asset Management sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 10,214 shares — an estimated $522K sold.

Symphony Asset Management first reported a position in MS in Q4 2018 and held it in 3 quarters. The position peaked at $702K in Q4 2018. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Symphony Asset Management reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 10,214 Morgan Stanley shares in Q1 2020, an estimated $522K.
  • Symphony Asset Management first reported a position in Morgan Stanley in Q4 2018 and held it in 3 quarters.
  • Symphony Asset Management's Morgan Stanley position peaked at $702K in Q4 2018.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.