CapWealth Advisors’s Morgan Stanley MS Stock Holding History

CapWealth Advisors’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
2014 Q4	–	Sell	-700	Closed	-$24K	–	210
2014 Q3	$24K	Hold	700	–	–	0.01%	173
2014 Q2	$23K	Buy	+700	New	+$21.6K	0.01%	179

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CapWealth Advisors's MS Position: Q4 2014 in Review

CapWealth Advisors sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 700 shares — an estimated $24K sold.

CapWealth Advisors first reported a position in MS in Q2 2014 and held it in 2 quarters. The position peaked at $24K in Q3 2014. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

CapWealth Advisors reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
CapWealth Advisors sold 700 Morgan Stanley shares in Q4 2014, an estimated $24K.
CapWealth Advisors first reported a position in Morgan Stanley in Q2 2014 and held it in 2 quarters.
CapWealth Advisors's Morgan Stanley position peaked at $24K in Q3 2014.
791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.