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Copper Rock Capital Partners’s Morgan Stanley MS Stock Holding History

Copper Rock Capital Partners’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
Q3 		– Sell
-2,000
Closed -$65K – 107
2014
Q2 		$65K Hold
2,000
– – 0.01% 122
2014
Q1 		$62K Hold
2,000
– – 0.01% 199
2013
Q4 		$63K Hold
2,000
– – 0.01% 205
2013
Q3 		$54K Hold
2,000
– – 0.01% 209
2013
Q2 		$49K Buy
+2,000
New +$47.4K 0.01% 208

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

Copper Rock Capital Partners's MS Position: Q3 2014 in Review

Copper Rock Capital Partners sold out of Morgan Stanley (MS) in Q3 2014, closing a stake of 2,000 shares — an estimated $65K sold.

Copper Rock Capital Partners first reported a position in MS in Q2 2013 and held it in 5 quarters. The position peaked at $65K in Q2 2014. 732 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • Copper Rock Capital Partners reported no remaining Morgan Stanley position as of Q3 2014 after selling out during the quarter.
  • Copper Rock Capital Partners sold 2,000 Morgan Stanley shares in Q3 2014, an estimated $65K.
  • Copper Rock Capital Partners first reported a position in Morgan Stanley in Q2 2013 and held it in 5 quarters.
  • Copper Rock Capital Partners's Morgan Stanley position peaked at $65K in Q2 2014.
  • 732 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on Copper Rock Capital Partners's 13F filing for Q3 2014, filed 7 Oct 2014.