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BlackRock Investment Management’s Morgan Stanley MS Stock Holding History

BlackRock Investment Management’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 		$405M Buy
9,588,895
+690,235
+8% +$26.1M 0.47% 34
2016
Q3 		$285M Sell
8,898,660
-222,730
-2% -$6.64M 0.35% 50
2016
Q2 		$237M Sell
9,121,390
-2,575,195
-22% -$67.3M 0.3% 70
2016
Q1 		$293M Buy
11,696,585
+4,131,712
+55% +$105M 0.38% 49
2015
Q4 		$241M Sell
7,564,873
-375,239
-5% -$12.5M 0.31% 72
2015
Q3 		$250M Sell
7,940,112
-98,595
-1% -$3.59M 0.34% 61
2015
Q2 		$312M Buy
8,038,707
+170,598
+2% +$6.49M 0.39% 55
2015
Q1 		$281M Buy
7,868,109
+280,945
+4% +$10.1M 0.37% 57
2014
Q4 		$294M Sell
7,587,164
-69,025
-0.9% -$2.46M 0.39% 52
2014
Q3 		$265M Buy
7,656,189
+2,301,517
+43% +$76.7M 0.37% 56
2014
Q2 		$173M Buy
5,354,672
+157,847
+3% +$4.87M 0.23% 91
2014
Q1 		$162M Buy
5,196,825
+2,360,969
+83% +$72.9M 0.24% 97
2013
Q4 		$88.9M Sell
2,835,856
-65,666
-2% -$1.95M 0.13% 167
2013
Q3 		$78.2M Buy
2,901,522
+89,721
+3% +$2.41M 0.13% 158
2013
Q2 		$68.7M Buy
+2,811,801
New +$66.7M 0.12% 157

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 Investment Management's MS Position: Q4 2016 in Review

BlackRock Investment Management increased its Morgan Stanley (MS) stake by 7.8% in Q4 2016, buying an estimated $26.1M and bringing the position to 9,588,895 shares worth $405M. The position accounts for 0.47% of the portfolio, ranked #34.

BlackRock Investment Management 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 Investment Management held 9,588,895 shares of Morgan Stanley worth $405M as of Q4 2016.
  • BlackRock Investment Management bought 690,235 Morgan Stanley shares in Q4 2016, an estimated $26.1M.
  • Morgan Stanley made up 0.47% of BlackRock Investment Management's portfolio in Q4 2016, its #34 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.