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TradeLink Capital’s Morgan Stanley MS Stock Holding History

TradeLink Capital’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
Q3 		– Sell
-4,800
Closed -$232K – 39
2020
Q2 		$232K Buy
+4,800
New +$202K 0.96% 47
2016
Q1 		– Sell
-8,558
Closed -$272K – 189
2015
Q4 		$272K Buy
8,558
+1,058
+14% +$35.2K 0.57% 40
2015
Q3 		$236K Buy
+7,500
New +$273K 0.59% 45
2015
Q1 		– Sell
-6,300
Closed -$244K – 268
2014
Q4 		$244K Buy
+6,300
New +$224K 0.32% 92
2013
Q4 		– Sell
-2,000
Closed -$54K – 241
2013
Q3 		$54K Buy
+2,000
New +$53.7K 0.12% 183

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
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
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

TradeLink Capital's MS Position: Q3 2020 in Review

TradeLink Capital sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 4,800 shares — an estimated $232K sold.

TradeLink Capital first reported a position in MS in Q3 2013 and held it in 5 quarters. The position peaked at $272K in Q4 2015. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • TradeLink Capital reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • TradeLink Capital sold 4,800 Morgan Stanley shares in Q3 2020, an estimated $232K.
  • TradeLink Capital first reported a position in Morgan Stanley in Q3 2013 and held it in 5 quarters.
  • TradeLink Capital's Morgan Stanley position peaked at $272K in Q4 2015.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on TradeLink Capital's 13F filing for Q3 2020, filed 2 Nov 2020.