Weiss Multi-Strategy Advisers’s Morgan Stanley MS Stock Holding History

Weiss Multi-Strategy Advisers’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 Q4	–	Sell	-100,000	Closed	-$4.27M	–	685
2019 Q3	$4.27M	Buy	+100,000	New	+$4.27M	0.09%	279
2018 Q3	–	Sell	-30,000	Closed	-$1.42M	–	604
2018 Q2	$1.42M	Buy	+30,000	New	+$1.57M	0.03%	395
2017 Q3	–	Sell	-16,062	Closed	-$716K	–	570
2017 Q2	$716K	Buy	16,062 +6,325	+65%	+$273K	0.03%	404
2017 Q1	$417K	Buy	+9,737	New	+$432K	0.02%	466
2015 Q2	–	Sell	-362,500	Closed	-$12.9M	–	502
2015 Q1	$12.9M	Buy	+362,500	New	+$13M	0.57%	43
2014 Q2	–	Sell	-100,000	Closed	-$3.12M	–	855
2014 Q1	$3.12M	Buy	+100,000	New	+$3.09M	0.06%	291
2013 Q3	–	Sell	-564,000	Closed	-$13.8M	–	960
2013 Q2	$13.8M	Buy	+564,000	New	+$13.4M	0.4%	73

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Weiss Multi-Strategy Advisers's MS Position: Q4 2019 in Review

Weiss Multi-Strategy Advisers sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 100,000 shares — an estimated $4.27M sold.

Weiss Multi-Strategy Advisers first reported a position in MS in Q2 2013 and held it in 7 quarters. The position peaked at $13.8M in Q2 2013. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

Weiss Multi-Strategy Advisers reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 100,000 Morgan Stanley shares in Q4 2019, an estimated $4.27M.
Weiss Multi-Strategy Advisers first reported a position in Morgan Stanley in Q2 2013 and held it in 7 quarters.
Weiss Multi-Strategy Advisers's Morgan Stanley position peaked at $13.8M in Q2 2013.
1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2019, filed 14 Feb 2020.