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Baird’s Morgan Stanley MS Stock Holding History

Baird’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 		$274K Sell
7,679
-13,565
-64% -$487K ﹤0.01% 1138
2014
Q4 		$824K Buy
21,244
+7,054
+50% +$251K 0.01% 787
2014
Q3 		$491K Buy
+14,190
New +$473K 0.01% 839

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baird's MS Position: Q1 2015 in Review

Baird reduced its Morgan Stanley (MS) stake by 64% in Q1 2015, selling an estimated $487K and leaving 7,679 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Baird first reported a position in MS in Q3 2014 and has held it in 3 quarters since. The position peaked at $824K in Q4 2014. 788 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Baird held 7,679 shares of Morgan Stanley worth $274K as of Q1 2015.
  • Baird sold 13,565 Morgan Stanley shares in Q1 2015, an estimated $487K.
  • Morgan Stanley made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1138 holding.
  • Baird first reported a position in Morgan Stanley in Q3 2014 and has held it in 3 quarters since.
  • Baird's Morgan Stanley position peaked at $824K in Q4 2014.
  • 788 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.