Artal Group’s Morgan Stanley MS Stock Holding History

Artal Group’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
2016 Q4	–	Sell	-350,000	Closed	-$13.2M	–	98
2016 Q3	$11.2M	Sell	350,000 -50,000	-13%	-$1.49M	0.22%	34
2016 Q2	$10.4M	Sell	400,000 -100,000	-20%	-$2.62M	0.21%	32
2016 Q1	$12.5M	Buy	500,000 +200,000	+67%	+$5.1M	0.24%	28
2015 Q4	$9.54M	Buy	300,000 +50,000	+20%	+$1.66M	0.18%	51
2015 Q3	$7.88M	Buy	+250,000	New	+$9.1M	0.18%	52
2015 Q2	–	Sell	-350,000	Closed	-$13.3M	–	84
2015 Q1	$12.5M	Hold	350,000	–	–	0.58%	41
2014 Q4	$13.6M	Buy	+350,000	New	+$12.5M	0.48%	40
2013 Q4	–	Sell	-100,000	Closed	-$2.69M	–	92
2013 Q3	$2.69M	Buy	+100,000	New	+$2.68M	0.09%	69

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Artal Group's MS Position: Q4 2016 in Review

Artal Group sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 350,000 shares — an estimated $13.2M sold.

Artal Group first reported a position in MS in Q3 2013 and held it in 8 quarters. The position peaked at $13.6M in Q4 2014. 891 funds tracked by Wall St. Rank hold MS as of Q4 2016.

Artal Group reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
Artal Group sold 350,000 Morgan Stanley shares in Q4 2016, an estimated $13.2M.
Artal Group first reported a position in Morgan Stanley in Q3 2013 and held it in 8 quarters.
Artal Group's Morgan Stanley position peaked at $13.6M in Q4 2014.
891 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on Artal Group's 13F filing for Q4 2016, filed 14 Feb 2017.