Cupps Capital Management’s Morgan Stanley MS Stock Holding History

Cupps Capital Management’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 Q3	$2K	Sell	76 -6,993	-99%	-$209K	﹤0.01%	169
2016 Q2	$183K	Sell	7,069 -45	-0.6%	-$1.18K	0.05%	154
2016 Q1	$177K	Hold	7,114	–	–	0.03%	159
2015 Q4	$226K	Buy	7,114 +235	+3%	+$7.81K	0.03%	135
2015 Q3	$216K	Sell	6,879 -57,498	-89%	-$2.09M	0.03%	138
2015 Q2	$2.5M	Buy	64,377 +4,994	+8%	+$190K	0.24%	106
2015 Q1	$2.12M	Sell	59,383 -21,782	-27%	-$782K	0.19%	112
2014 Q4	$3.15M	Buy	81,165 +19,491	+32%	+$693K	0.28%	95
2014 Q3	$2.13M	Buy	61,674 +45,715	+286%	+$1.52M	0.2%	115
2014 Q2	$515K	Buy	15,959 +9,310	+140%	+$287K	0.04%	153
2014 Q1	$207K	Sell	6,649 -3,625	-35%	-$112K	0.02%	153
2013 Q4	$322K	Sell	10,274 -7,500	-42%	-$223K	0.02%	133
2013 Q3	$479K	Buy	17,774 +975	+6%	+$26.2K	0.03%	128
2013 Q2	$410K	Buy	+16,799	New	+$398K	0.03%	136

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cupps Capital Management's MS Position: Q3 2016 in Review

Cupps Capital Management reduced its Morgan Stanley (MS) stake by 99% in Q3 2016, selling an estimated $209K and leaving 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Cupps Capital Management first reported a position in MS in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.15M in Q4 2014. 784 funds tracked by Wall St. Rank hold MS as of Q3 2016.

Cupps Capital Management held 76 shares of Morgan Stanley worth $2K as of Q3 2016.
Cupps Capital Management sold 6,993 Morgan Stanley shares in Q3 2016, an estimated $209K.
Morgan Stanley made up ﹤0.01% of Cupps Capital Management's portfolio in Q3 2016, its #169 holding.
Cupps Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 14 quarters since.
Cupps Capital Management's Morgan Stanley position peaked at $3.15M in Q4 2014.
784 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Cupps Capital Management's 13F filing for Q3 2016, filed 11 Oct 2016.