AIM
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Acuity Investment Management’s Morgan Stanley MS Stock Holding History

Acuity Investment Management’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
2015
Q1 		$393K Hold
11,000
– – 0.55% 63
2014
Q4 		$427K Buy
+11,000
New +$391K 0.34% 70
2014
Q3 		– Sell
-3,400
Closed -$110K – 159
2014
Q2 		$110K Hold
3,400
– – 0.08% 127
2014
Q1 		$106K Buy
+3,400
New +$105K 0.06% 123

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Acuity Investment Management's MS Position: Q1 2015 in Review

Acuity Investment Management held its Morgan Stanley (MS) position steady in Q1 2015 at 11,000 shares worth $393K. The position accounts for 0.55% of the portfolio, ranked #63.

Acuity Investment Management first reported a position in MS in Q1 2014 and has held it in 4 quarters since. The position peaked at $427K in Q4 2014. 789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Acuity Investment Management held 11,000 shares of Morgan Stanley worth $393K as of Q1 2015.
  • Acuity Investment Management left its Morgan Stanley share count unchanged in Q1 2015.
  • Morgan Stanley made up 0.55% of Acuity Investment Management's portfolio in Q1 2015, its #63 holding.
  • Acuity Investment Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 4 quarters since.
  • Acuity Investment Management's Morgan Stanley position peaked at $427K in Q4 2014.
  • 789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.