Atherton Lane Advisers’s Morgan Stanley MS Stock Holding History

Atherton Lane 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
2015 Q4	$28.2M	Buy	886,366 +2,350	+0.3%	+$78.1K	1.64%	24
2015 Q3	$27.8M	Buy	884,016 +5,555	+0.6%	+$202K	1.74%	18
2015 Q2	$34.1M	Buy	878,461 +11,615	+1%	+$442K	1.89%	10
2015 Q1	$30.9M	Sell	866,846 -11,035	-1%	-$396K	1.67%	15
2014 Q4	$34.1M	Buy	877,881 +12,530	+1%	+$446K	1.87%	6
2014 Q3	$29.9M	Buy	865,351 +3,320	+0.4%	+$111K	1.7%	9
2014 Q2	$27.9M	Sell	862,031 -1,668	-0.2%	-$51.4K	1.55%	17
2014 Q1	$26.9M	Buy	863,699 +13,771	+2%	+$425K	1.67%	16
2013 Q4	$26.7M	Buy	849,928 +4,451	+0.5%	+$132K	1.68%	14
2013 Q3	$22.8M	Buy	845,477 +60,296	+8%	+$1.62M	1.56%	21
2013 Q2	$19.2M	Buy	+785,181	New	+$18.6M	1.4%	32

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Atherton Lane Advisers's MS Position: Q4 2015 in Review

Atherton Lane Advisers increased its Morgan Stanley (MS) stake by 0.27% in Q4 2015, buying an estimated $78.1K and bringing the position to 886,366 shares worth $28.2M. The position accounts for 1.64% of the portfolio, ranked #24.

Atherton Lane Advisers first reported a position in MS in Q2 2013 and has held it in 11 quarters since. The position peaked at $34.1M in Q2 2015. 814 funds tracked by Wall St. Rank hold MS as of Q4 2015.

Atherton Lane Advisers held 886,366 shares of Morgan Stanley worth $28.2M as of Q4 2015.
Atherton Lane Advisers bought 2,350 Morgan Stanley shares in Q4 2015, an estimated $78.1K.
Morgan Stanley made up 1.64% of Atherton Lane Advisers's portfolio in Q4 2015, its #24 holding.
Atherton Lane Advisers first reported a position in Morgan Stanley in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Morgan Stanley position peaked at $34.1M in Q2 2015.
814 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.