CI Global Investments
MS icon

CI Global Investments’s Morgan Stanley MS Stock Holding History

CI Global Investments’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 		– Sell
-1,054,205
Closed -$33.8M – 91
2016
Q3 		$33.8M Sell
1,054,205
-5,358,275
-84% -$160M 0.79% 27
2016
Q2 		$167M Buy
6,412,480
+5,379,230
+521% +$141M 4.06% 7
2016
Q1 		$25.8M Buy
+1,033,250
New +$26.4M 0.64% 34

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BlackRock Institutional Trust
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
ValueAct Holdings
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

CI Global Investments's MS Position: Q4 2016 in Review

CI Global Investments sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 1,054,205 shares — an estimated $33.8M sold.

CI Global Investments first reported a position in MS in Q1 2016 and held it in 3 quarters. The position peaked at $167M in Q2 2016. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • CI Global Investments reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
  • CI Global Investments sold 1,054,205 Morgan Stanley shares in Q4 2016, an estimated $33.8M.
  • CI Global Investments first reported a position in Morgan Stanley in Q1 2016 and held it in 3 quarters.
  • CI Global Investments's Morgan Stanley position peaked at $167M in Q2 2016.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on CI Global Investments's 13F filing for Q4 2016, filed 6 Feb 2017.