CIM
MS icon

Calvert Investment Management’s Morgan Stanley MS Stock Holding History

Calvert 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
2017
Q1 		– Sell
-98,694
Closed -$4.17M – 381
2016
Q4 		$4.17M Sell
98,694
-14,187
-13% -$536K 0.16% 195
2016
Q3 		$3.62M Buy
112,881
+163
+0.1% +$4.86K 0.13% 216
2016
Q2 		$2.93M Buy
+112,718
New +$2.95M 0.12% 200
2015
Q4 		– Sell
-348,289
Closed -$11M – 726
2015
Q3 		$11M Sell
348,289
-10,342
-3% -$376K 0.55% 43
2015
Q2 		$13.9M Sell
358,631
-40,259
-10% -$1.53M 0.61% 41
2015
Q1 		$14.2M Buy
398,890
+21,225
+6% +$762K 0.92% 24
2014
Q4 		$14.7M Sell
377,665
-3,819
-1% -$136K 1% 19
2014
Q3 		$13.2M Buy
381,484
+73,504
+24% +$2.45M 0.98% 19
2014
Q2 		$9.96M Sell
307,980
-21,300
-6% -$657K 0.67% 43
2014
Q1 		$10.3M Buy
329,280
+107
+0% +$3.31K 0.73% 50
2013
Q4 		$10.3M Buy
329,173
+186,600
+131% +$5.55M 0.75% 48
2013
Q3 		$3.84M Buy
142,573
+7,673
+6% +$206K 0.48% 80
2013
Q2 		$3.3M Buy
+134,900
New +$3.2M 0.45% 91

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Calvert Investment Management's MS Position: Q1 2017 in Review

Calvert Investment Management sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 98,694 shares — an estimated $4.17M sold.

Calvert Investment Management first reported a position in MS in Q2 2013 and held it in 13 quarters. The position peaked at $14.7M in Q4 2014. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Calvert Investment Management reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 98,694 Morgan Stanley shares in Q1 2017, an estimated $4.17M.
  • Calvert Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 13 quarters.
  • Calvert Investment Management's Morgan Stanley position peaked at $14.7M in Q4 2014.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.