Coastland Capital’s Morgan Stanley MS Stock Holding History

Coastland Capital’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
2015 Q3	–	Sell	-116,600	Closed	-$4.52M	–	219
2015 Q2	$4.52M	Buy	+116,600	New	+$4.44M	0.12%	144

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Coastland Capital's MS Position: Q3 2015 in Review

Coastland Capital sold out of Morgan Stanley (MS) in Q3 2015, closing a stake of 31,359 shares — an estimated $1.22M sold.

Coastland Capital first reported a position in MS in Q2 2015 and held it in 1 quarter. The position peaked at $1.22M in Q2 2015. 803 funds tracked by Wall St. Rank hold MS as of Q3 2015.

Coastland Capital reported no remaining Morgan Stanley position as of Q3 2015 after selling out during the quarter.
Coastland Capital sold 31,359 Morgan Stanley shares in Q3 2015, an estimated $1.22M.
Coastland Capital first reported a position in Morgan Stanley in Q2 2015 and held it in 1 quarter.
Coastland Capital's Morgan Stanley position peaked at $1.22M in Q2 2015.
803 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Coastland Capital's 13F filing for Q3 2015, filed 16 Nov 2015.