Tyers Asset Management’s Morgan Stanley MS Stock Holding History

Tyers 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
2019 Q3	$6.47M	Buy	151,756 +23,826	+19%	+$1.02M	0.21%	91
2019 Q2	$5.6M	Buy	127,930 +46,090	+56%	+$2.06M	0.19%	106
2019 Q1	$3.45M	Buy	81,840 +45,562	+126%	+$1.92M	0.12%	157
2018 Q4	$1.44M	Sell	36,278 -6,402	-15%	-$279K	0.06%	237
2018 Q3	$1.99M	Sell	42,680 -42,856	-50%	-$2.09M	0.07%	216
2018 Q2	$4.05M	Sell	85,536 -19,140	-18%	-$1M	0.14%	146
2018 Q1	$5.65M	Sell	104,676 -61,688	-37%	-$3.41M	0.2%	111
2017 Q4	$8.73M	Sell	166,364 -16,632	-9%	-$841K	0.31%	78
2017 Q3	$8.81M	Buy	182,996 +15,158	+9%	+$703K	0.32%	75
2017 Q2	$7.48M	Buy	167,838 +45,034	+37%	+$1.94M	0.27%	87
2017 Q1	$5.26M	Buy	122,804 +106,392	+648%	+$4.72M	0.2%	99
2016 Q4	$693K	Buy	+16,412	New	+$621K	0.03%	299

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tyers Asset Management's MS Position: Q3 2019 in Review

Tyers Asset Management increased its Morgan Stanley (MS) stake by 19% in Q3 2019, buying an estimated $1.02M and bringing the position to 151,756 shares worth $6.47M. The position accounts for 0.21% of the portfolio, ranked #91.

Tyers Asset Management first reported a position in MS in Q4 2016 and has held it in 12 quarters since. The position peaked at $8.81M in Q3 2017. 1,015 funds tracked by Wall St. Rank hold MS as of Q3 2019.

Tyers Asset Management held 151,756 shares of Morgan Stanley worth $6.47M as of Q3 2019.
Tyers Asset Management bought 23,826 Morgan Stanley shares in Q3 2019, an estimated $1.02M.
Morgan Stanley made up 0.21% of Tyers Asset Management's portfolio in Q3 2019, its #91 holding.
Tyers Asset Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's Morgan Stanley position peaked at $8.81M in Q3 2017.
1,015 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.