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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
-500,000
Closed -$21.3M – 684
2019
Q3 		$21.3M Hold
500,000
– – 0.43% 65
2019
Q2 		$21.9M Buy
500,000
+149,600
+43% +$6.67M 0.58% 48
2019
Q1 		$14.8M Buy
+350,400
New +$14.7M 0.37% 75

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
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.