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Turner Investments’s Morgan Stanley MS Stock Holding History

Turner Investments’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
2017
Q3 		– Sell
-4,710
Closed -$210K – 169
2017
Q2 		$210K Sell
4,710
-1,170
-20% -$50.5K 0.14% 182
2017
Q1 		$252K Sell
5,880
-260
-4% -$11.5K 0.16% 160
2016
Q4 		$259K Buy
+6,140
New +$232K 0.1% 210
2015
Q1 		– Sell
-43,162
Closed -$1.68M – 487
2014
Q4 		$1.68M Sell
43,162
-11,539
-21% -$411K 0.2% 175
2014
Q3 		$1.89M Sell
54,701
-19,826
-27% -$661K 0.11% 262
2014
Q2 		$2.41M Sell
74,527
-347,316
-82% -$10.7M 0.11% 245
2014
Q1 		$13.1M Buy
+421,843
New +$13M 0.35% 81

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Turner Investments's MS Position: Q3 2017 in Review

Turner Investments sold out of Morgan Stanley (MS) in Q3 2017, closing a stake of 4,710 shares — an estimated $210K sold.

Turner Investments first reported a position in MS in Q1 2014 and held it in 7 quarters. The position peaked at $13.1M in Q1 2014. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

  • Turner Investments reported no remaining Morgan Stanley position as of Q3 2017 after selling out during the quarter.
  • Turner Investments sold 4,710 Morgan Stanley shares in Q3 2017, an estimated $210K.
  • Turner Investments first reported a position in Morgan Stanley in Q1 2014 and held it in 7 quarters.
  • Turner Investments's Morgan Stanley position peaked at $13.1M in Q1 2014.
  • 922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.