BIT
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BlackRock Institutional Trust’s Morgan Stanley MS Stock Holding History

BlackRock Institutional Trust’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
-3,800
Closed -$122K – 3871
2016
Q3 		$122K Buy
+3,800
New +$113K ﹤0.01% 3680
2016
Q2 		– Sell
-11,300
Closed -$283K – 3926
2016
Q1 		$283K Buy
11,300
+10,800
+2,160% +$276K ﹤0.01% 3559
2015
Q4 		$16K Buy
+500
New +$16.6K ﹤0.01% 3898

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust's MS Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its Morgan Stanley (MS) stake by 0.44% in Q4 2016, selling an estimated $6.5M and leaving 38,890,865 shares worth $1.64B. The position accounts for 0.24% of the portfolio, ranked #75.

BlackRock Institutional Trust 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 Institutional Trust held 38,890,865 shares of Morgan Stanley worth $1.64B as of Q4 2016.
  • BlackRock Institutional Trust sold 171,932 Morgan Stanley shares in Q4 2016, an estimated $6.5M.
  • Morgan Stanley made up 0.24% of BlackRock Institutional Trust's portfolio in Q4 2016, its #75 holding.
  • BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.