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BlackRock Fund Advisors’s Morgan Stanley MS Stock Holding History

BlackRock Fund 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 		$843M Buy
19,941,761
+1,556,692
+8% +$58.9M 0.16% 105
2016
Q3 		$589M Buy
18,385,069
+570,992
+3% +$17M 0.12% 142
2016
Q2 		$463M Sell
17,814,077
-195,093
-1% -$5.1M 0.1% 189
2016
Q1 		$450M Sell
18,009,170
-597,787
-3% -$15.3M 0.1% 184
2015
Q4 		$592M Buy
18,606,957
+1,165,522
+7% +$38.7M 0.14% 121
2015
Q3 		$549M Buy
17,441,435
+224,691
+1% +$8.18M 0.14% 108
2015
Q2 		$668M Buy
17,216,744
+362,075
+2% +$13.8M 0.16% 91
2015
Q1 		$602M Sell
16,854,669
-962,117
-5% -$34.5M 0.14% 115
2014
Q4 		$691M Buy
17,816,786
+1,714,081
+11% +$61M 0.17% 93
2014
Q3 		$557M Buy
16,102,705
+1,239,075
+8% +$41.3M 0.16% 102
2014
Q2 		$481M Buy
14,863,630
+471,012
+3% +$14.5M 0.14% 127
2014
Q1 		$449M Buy
14,392,618
+357,794
+3% +$11.1M 0.13% 121
2013
Q4 		$440M Buy
14,034,824
+541,043
+4% +$16.1M 0.13% 111
2013
Q3 		$364M Buy
13,493,781
+263,246
+2% +$7.06M 0.12% 129
2013
Q2 		$323M Buy
+13,230,535
New +$314M 0.12% 142

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 Fund Advisors's MS Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Morgan Stanley (MS) stake by 8.5% in Q4 2016, buying an estimated $58.9M and bringing the position to 19,941,761 shares worth $843M. The position accounts for 0.16% of the portfolio, ranked #105.

BlackRock Fund 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 Fund Advisors held 19,941,761 shares of Morgan Stanley worth $843M as of Q4 2016.
  • BlackRock Fund Advisors bought 1,556,692 Morgan Stanley shares in Q4 2016, an estimated $58.9M.
  • Morgan Stanley made up 0.16% of BlackRock Fund Advisors's portfolio in Q4 2016, its #105 holding.
  • BlackRock Fund 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 Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.