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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 		– Sell
-63,400
Closed -$2.03M – 2992
2016
Q3 		$2.03M Buy
+63,400
New +$1.89M ﹤0.01% 1612
2016
Q2 		– Sell
-14,900
Closed -$373K – 3037
2016
Q1 		$373K Buy
+14,900
New +$380K ﹤0.01% 2354

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.