CBU
MS icon

CIBC Bank USA’s Morgan Stanley MS Stock Holding History

CIBC Bank USA’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
Q1 		– Sell
-16,089
Closed -$511K – 251
2015
Q4 		$511K Buy
16,089
+6
+0% +$199 0.09% 141
2015
Q3 		$507K Buy
16,083
+42
+0.3% +$1.53K 0.09% 135
2015
Q2 		$621K Buy
16,041
+880
+6% +$33.5K 0.1% 131
2015
Q1 		$541K Sell
15,161
-1,265
-8% -$45.4K 0.1% 145
2014
Q4 		$636K Buy
16,426
+375
+2% +$13.3K 0.11% 144
2014
Q3 		$555K Sell
16,051
-268
-2% -$8.93K 0.11% 158
2014
Q2 		$528K Sell
16,319
-98
-0.6% -$3.02K 0.1% 167
2014
Q1 		$512K Buy
+16,417
New +$507K 0.11% 171

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 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
BIT
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIBC Bank USA's MS Position: Q1 2016 in Review

CIBC Bank USA sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 16,089 shares — an estimated $511K sold.

CIBC Bank USA first reported a position in MS in Q1 2014 and held it in 8 quarters. The position peaked at $636K in Q4 2014. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • CIBC Bank USA reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • CIBC Bank USA sold 16,089 Morgan Stanley shares in Q1 2016, an estimated $511K.
  • CIBC Bank USA first reported a position in Morgan Stanley in Q1 2014 and held it in 8 quarters.
  • CIBC Bank USA's Morgan Stanley position peaked at $636K in Q4 2014.
  • 766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on CIBC Bank USA's 13F filing for Q1 2016, filed 18 Apr 2016.