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BlackRock Group’s Morgan Stanley MS Stock Holding History

BlackRock Group’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 		$586M Buy
13,870,672
+1,658,983
+14% +$62.7M 0.28% 74
2016
Q3 		$392M Buy
12,211,689
+663,741
+6% +$19.8M 0.2% 115
2016
Q2 		$300M Sell
11,547,948
-6,740
-0.1% -$176K 0.16% 149
2016
Q1 		$289M Sell
11,554,688
-496,924
-4% -$12.7M 0.16% 151
2015
Q4 		$383M Sell
12,051,612
-111,934
-0.9% -$3.72M 0.21% 107
2015
Q3 		$383M Buy
12,163,546
+607,374
+5% +$22.1M 0.22% 101
2015
Q2 		$448M Buy
11,556,172
+311,808
+3% +$11.9M 0.24% 92
2015
Q1 		$401M Sell
11,244,364
-55,591
-0.5% -$1.99M 0.22% 100
2014
Q4 		$438M Buy
11,299,955
+1,012,961
+10% +$36M 0.23% 97
2014
Q3 		$356M Buy
10,286,994
+36,671
+0.4% +$1.22M 0.21% 105
2014
Q2 		$331M Buy
10,250,323
+340,942
+3% +$10.5M 0.19% 119
2014
Q1 		$309M Sell
9,909,381
-419,316
-4% -$13M 0.19% 115
2013
Q4 		$324M Sell
10,328,697
-3,607
-0% -$107K 0.21% 109
2013
Q3 		$278M Buy
10,332,304
+553,917
+6% +$14.9M 0.19% 121
2013
Q2 		$239M Buy
+9,778,387
New +$232M 0.18% 130

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock Group's MS Position: Q4 2016 in Review

BlackRock Group increased its Morgan Stanley (MS) stake by 14% in Q4 2016, buying an estimated $62.7M and bringing the position to 13,870,672 shares worth $586M. The position accounts for 0.28% of the portfolio, ranked #74.

BlackRock Group 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 Group held 13,870,672 shares of Morgan Stanley worth $586M as of Q4 2016.
  • BlackRock Group bought 1,658,983 Morgan Stanley shares in Q4 2016, an estimated $62.7M.
  • Morgan Stanley made up 0.28% of BlackRock Group's portfolio in Q4 2016, its #74 holding.
  • BlackRock Group 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 Group's 13F filing for Q4 2016, filed 10 Feb 2017.