TLP Group’s Morgan Stanley MS Stock Holding History

TLP Group’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
2019 Q1	–	Sell	-25,500	Closed	-$114K	–	36
2018 Q4	$114K	Sell	25,500 -7,000	-22%	-$305K	0.42%	33
2018 Q3	$204K	Buy	32,500 +10,000	+44%	+$488K	0.32%	40
2018 Q2	$132K	Buy	+22,500	New	+$1.18M	0.2%	70

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TLP Group's MS Position: Q1 2019 in Review

TLP Group sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 54,769 shares — an estimated $2.71M sold.

TLP Group first reported a position in MS in Q1 2016 and held it in 12 quarters. The position peaked at $2.71M in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

TLP Group reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
TLP Group sold 54,769 Morgan Stanley shares in Q1 2019, an estimated $2.71M.
TLP Group first reported a position in Morgan Stanley in Q1 2016 and held it in 12 quarters.
TLP Group's Morgan Stanley position peaked at $2.71M in Q4 2018.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on TLP Group's 13F filing for Q1 2019, filed 1 May 2019.