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Waratah Capital Advisors’s Morgan Stanley MS Stock Holding History

Waratah Capital 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
2017
Q4 		– Sell
-20,015
Closed -$964K – 136
2017
Q3 		$964K Sell
20,015
-7,045
-26% -$327K 0.12% 86
2017
Q2 		$1.21M Buy
+27,060
New +$1.17M 0.17% 100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Waratah Capital Advisors's MS Position: Q4 2017 in Review

Waratah Capital Advisors sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 20,015 shares — an estimated $964K sold.

Waratah Capital Advisors first reported a position in MS in Q2 2017 and held it in 2 quarters. The position peaked at $1.21M in Q2 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • Waratah Capital Advisors reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 20,015 Morgan Stanley shares in Q4 2017, an estimated $964K.
  • Waratah Capital Advisors first reported a position in Morgan Stanley in Q2 2017 and held it in 2 quarters.
  • Waratah Capital Advisors's Morgan Stanley position peaked at $1.21M in Q2 2017.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.