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VIA
Vantage Investment Advisors’s
Morgan Stanley
MS
Stock Holding History
Vantage Investment Advisors’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
Q3
$12K
Buy
637
+387
+155%
+$18.9K
﹤0.01%
508
2018
Q2
$12K
Hold
250
–
–
﹤0.01%
506
2018
Q1
$13K
Hold
250
–
–
﹤0.01%
510
2017
Q4
$13K
Hold
250
–
–
﹤0.01%
528
2017
Q3
$12K
Hold
250
–
–
﹤0.01%
531
2017
Q2
$11K
Sell
250
-100
-29%
-$4.31K
﹤0.01%
529
2017
Q1
$15K
Hold
350
–
–
﹤0.01%
452
2016
Q4
$15K
Sell
350
-550
-61%
-$20.8K
0.01%
447
2016
Q3
$29K
Sell
900
-42,925
-98%
-$1.28M
0.01%
329
2016
Q2
$1.14M
Sell
43,825
-4,280
-9%
-$112K
0.48%
51
2016
Q1
$1.2M
Buy
48,105
+15,275
+47%
+$390K
0.53%
45
2015
Q4
$1.04M
Buy
32,830
+3,452
+12%
+$115K
0.52%
46
2015
Q3
$925K
Buy
29,378
+910
+3%
+$33.1K
0.52%
49
2015
Q2
$1.1M
Sell
28,468
-20,613
-42%
-$784K
0.61%
46
2015
Q1
$1.75M
Buy
49,081
+24,603
+101%
+$883K
0.5%
52
2014
Q4
$950K
Buy
24,478
+845
+4%
+$30.1K
0.54%
50
2014
Q3
$817K
Buy
23,633
+2,235
+10%
+$74.5K
0.5%
49
2014
Q2
$692K
Sell
21,398
-630
-3%
-$19.4K
0.42%
49
2014
Q1
$687K
Buy
22,028
+515
+2%
+$15.9K
0.45%
50
2013
Q4
$675K
Buy
+21,513
New
+$640K
0.46%
50
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
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
VH
ValueAct Holdings
San Francisco, California
$5.71B AUM
7.41%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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