ACI
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Advance Capital I’s Morgan Stanley MS Stock Holding History

Advance Capital I’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
2014
Q1 		– Sell
-30,300
Closed -$950K – 239
2013
Q4 		$950K Hold
30,300
– – 0.45% 46
2013
Q3 		$817K Buy
+30,300
New +$813K 0.42% 60

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Advance Capital I's MS Position: Q1 2014 in Review

Advance Capital I sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 30,300 shares — an estimated $950K sold.

Advance Capital I first reported a position in MS in Q3 2013 and held it in 2 quarters. The position peaked at $950K in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Advance Capital I reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 30,300 Morgan Stanley shares in Q1 2014, an estimated $950K.
  • Advance Capital I first reported a position in Morgan Stanley in Q3 2013 and held it in 2 quarters.
  • Advance Capital I's Morgan Stanley position peaked at $950K in Q4 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.