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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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vantage Investment Advisors's MS Position: Q3 2018 in Review

Vantage Investment Advisors increased its Morgan Stanley (MS) stake by 155% in Q3 2018, buying an estimated $18.9K and bringing the position to 637 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Vantage Investment Advisors first reported a position in MS in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.75M in Q1 2015. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Vantage Investment Advisors held 637 shares of Morgan Stanley worth $12K as of Q3 2018.
  • Vantage Investment Advisors bought 387 Morgan Stanley shares in Q3 2018, an estimated $18.9K.
  • Morgan Stanley made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #508 holding.
  • Vantage Investment Advisors first reported a position in Morgan Stanley in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Morgan Stanley position peaked at $1.75M in Q1 2015.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.