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Winfield Associates’s Morgan Stanley MS Stock Holding History

Winfield Associates’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
Q1 		– Sell
-565
Closed -$30K – 439
2017
Q4 		$30K Hold
565
– – 0.02% 246
2017
Q3 		$27K Hold
565
– – 0.01% 248
2017
Q2 		$25K Hold
565
– – 0.01% 257
2017
Q1 		$24K Sell
565
-55
-9% -$2.44K 0.01% 246
2016
Q4 		$26K Buy
620
+225
+57% +$8.51K 0.02% 234
2016
Q3 		$13K Hold
395
– – 0.01% 311
2016
Q2 		$10K Sell
395
-45
-10% -$1.18K 0.01% 329
2016
Q1 		$11K Buy
+440
New +$11.2K 0.01% 308

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Winfield Associates's MS Position: Q1 2018 in Review

Winfield Associates sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 565 shares — an estimated $30K sold.

Winfield Associates first reported a position in MS in Q1 2016 and held it in 8 quarters. The position peaked at $30K in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Winfield Associates reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 565 Morgan Stanley shares in Q1 2018, an estimated $30K.
  • Winfield Associates first reported a position in Morgan Stanley in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Morgan Stanley position peaked at $30K in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.