CCM
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Cai Capital Management’s Morgan Stanley MS Stock Holding History

Cai Capital 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
2013
Q3 		– Sell
-77,922
Closed -$1.9M – 218
2013
Q2 		$1.9M Buy
+77,922
New +$1.85M 1.1% 22

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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cai Capital Management's MS Position: Q3 2013 in Review

Cai Capital Management sold out of Morgan Stanley (MS) in Q3 2013, closing a stake of 77,922 shares — an estimated $1.9M sold.

Cai Capital Management first reported a position in MS in Q2 2013 and held it in 1 quarter. The position peaked at $1.9M in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • Cai Capital Management reported no remaining Morgan Stanley position as of Q3 2013 after selling out during the quarter.
  • Cai Capital Management sold 77,922 Morgan Stanley shares in Q3 2013, an estimated $1.9M.
  • Cai Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 1 quarter.
  • Cai Capital Management's Morgan Stanley position peaked at $1.9M in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on Cai Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.