CLM
MS icon

ClearBridge LLC (Maryland)’s Morgan Stanley MS Stock Holding History

ClearBridge LLC (Maryland)’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
-185,000
Closed -$4.52M – 216
2013
Q2 		$4.52M Buy
+185,000
New +$4.39M 0.08% 140

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

ClearBridge LLC (Maryland)'s MS Position: Q3 2013 in Review

ClearBridge LLC (Maryland) sold out of Morgan Stanley (MS) in Q3 2013, closing a stake of 185,000 shares — an estimated $4.52M sold.

ClearBridge LLC (Maryland) first reported a position in MS in Q2 2013 and held it in 1 quarter. The position peaked at $4.52M in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • ClearBridge LLC (Maryland) reported no remaining Morgan Stanley position as of Q3 2013 after selling out during the quarter.
  • ClearBridge LLC (Maryland) sold 185,000 Morgan Stanley shares in Q3 2013, an estimated $4.52M.
  • ClearBridge LLC (Maryland) first reported a position in Morgan Stanley in Q2 2013 and held it in 1 quarter.
  • ClearBridge LLC (Maryland)'s Morgan Stanley position peaked at $4.52M in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on ClearBridge LLC (Maryland)'s 13F filing for Q3 2013, filed 14 Nov 2013.