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
2015 Q3	–	Sell	-75,000	Closed	-$2.91M	–	3782
2015 Q2	$2.91M	Sell	75,000 -75,000	-50%	-$2.85M	﹤0.01%	1136
2015 Q1	$5.35M	Buy	+150,000	New	+$5.38M	0.01%	963
2014 Q3	–	Sell	-55,000	Closed	-$1.78M	–	3706
2014 Q2	$1.78M	Buy	+55,000	New	+$1.7M	﹤0.01%	1207

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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.