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CCM
Crossvault Capital Management’s
Morgan Stanley
MS
Stock Holding History
Crossvault Capital Management’s Portfolio
MS Stock Details
MS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-90,528
Closed
-$2.88M
–
70
2015
Q4
$2.88M
Buy
90,528
+500
+0.6%
+$16.6K
2.05%
23
2015
Q3
$2.84M
Buy
90,028
+4,650
+5%
+$169K
2.22%
22
2015
Q2
$3.31M
Sell
85,378
-625
-0.7%
-$23.8K
2.65%
20
2015
Q1
$3.07M
Buy
86,003
+4,303
+5%
+$154K
2.45%
21
2014
Q4
$3.17M
Buy
81,700
+3,025
+4%
+$108K
2.77%
15
2014
Q3
$2.72M
Buy
78,675
+3,195
+4%
+$106K
2.57%
18
2014
Q2
$2.44M
Buy
75,480
+2,725
+4%
+$84K
2.27%
19
2014
Q1
$2.27M
Buy
72,755
+5,420
+8%
+$167K
2.2%
20
2013
Q4
$2.11M
Buy
+67,335
New
+$2M
2.04%
24
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$62.1B AUM
41.06%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
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$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
$1.47T AUM
27.86%
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
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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