Blue Sky Asset Management’s Morgan Stanley MS Stock Holding History

Blue Sky Asset 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
2017 Q4	–	Sell	-9,176	Closed	-$413K	–	104
2017 Q3	$413K	Buy	+9,176	New	+$426K	0.24%	61

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Blue Sky Asset Management's MS Position: Q4 2017 in Review

Blue Sky Asset Management sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 9,176 shares — an estimated $413K sold.

Blue Sky Asset Management first reported a position in MS in Q3 2017 and held it in 1 quarter. The position peaked at $413K in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

Blue Sky Asset Management reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
Blue Sky Asset Management sold 9,176 Morgan Stanley shares in Q4 2017, an estimated $413K.
Blue Sky Asset Management first reported a position in Morgan Stanley in Q3 2017 and held it in 1 quarter.
Blue Sky Asset Management's Morgan Stanley position peaked at $413K in Q3 2017.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Blue Sky Asset Management's 13F filing for Q4 2017, filed 5 Feb 2018.