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Tiverton Asset Management’s Morgan Stanley MS Stock Holding History

Tiverton 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
2018
Q2 		– Sell
-5,893
Closed -$318K – 468
2018
Q1 		$318K Sell
5,893
-11,993
-67% -$664K 0.02% 258
2017
Q4 		$938K Buy
+17,886
New +$905K 0.06% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiverton Asset Management's MS Position: Q2 2018 in Review

Tiverton Asset Management sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 5,893 shares — an estimated $318K sold.

Tiverton Asset Management first reported a position in MS in Q4 2017 and held it in 2 quarters. The position peaked at $938K in Q4 2017. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • Tiverton Asset Management reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
  • Tiverton Asset Management sold 5,893 Morgan Stanley shares in Q2 2018, an estimated $318K.
  • Tiverton Asset Management first reported a position in Morgan Stanley in Q4 2017 and held it in 2 quarters.
  • Tiverton Asset Management's Morgan Stanley position peaked at $938K in Q4 2017.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Tiverton Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.