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BlackRock Advisors’s Morgan Stanley MS Stock Holding History

BlackRock Advisors’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
-230,000
Closed -$7.37M – 3732
2016
Q3 		$7.37M Buy
+230,000
New +$6.86M 0.01% 986
2016
Q1 		– Sell
-14,800
Closed -$471K – 3799
2015
Q4 		$471K Buy
+14,800
New +$492K ﹤0.01% 2103

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock Advisors's MS Position: Q4 2016 in Review

BlackRock Advisors increased its Morgan Stanley (MS) stake by 26% in Q4 2016, buying an estimated $129M and bringing the position to 16,343,362 shares worth $691M. The position accounts for 0.7% of the portfolio, ranked #25.

BlackRock Advisors first reported a position in MS in Q2 2013 and has held it in 15 quarters since. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • BlackRock Advisors held 16,343,362 shares of Morgan Stanley worth $691M as of Q4 2016.
  • BlackRock Advisors bought 3,413,416 Morgan Stanley shares in Q4 2016, an estimated $129M.
  • Morgan Stanley made up 0.7% of BlackRock Advisors's portfolio in Q4 2016, its #25 holding.
  • BlackRock Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 15 quarters since.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.