Curian Capital’s Morgan Stanley MS Stock Holding History

Curian 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
2016 Q1	–	Sell	-74,345	Closed	-$2.37M	–	247
2015 Q4	$2.37M	Sell	74,345 -130,847	-64%	-$4.35M	0.18%	133
2015 Q3	$6.46M	Sell	205,192 -86,771	-30%	-$3.16M	0.17%	148
2015 Q2	$11.3M	Buy	291,963 +11,479	+4%	+$437K	0.19%	135
2015 Q1	$10M	Sell	280,484 -5,347	-2%	-$192K	0.17%	157
2014 Q4	$11.1M	Sell	285,831 -4,330	-1%	-$154K	0.19%	128
2014 Q3	$10M	Sell	290,161 -3,590	-1%	-$120K	0.18%	134
2014 Q2	$9.5M	Buy	293,751 +2,938	+1%	+$90.6K	0.17%	148
2014 Q1	$9.06M	Buy	+290,813	New	+$8.98M	0.16%	151
2013 Q4	–	Sell	-8,104	Closed	-$218K	–	565
2013 Q3	$218K	Sell	8,104 -34,472	-81%	-$925K	﹤0.01%	556
2013 Q2	$1.04M	Buy	+42,576	New	+$1.01M	0.02%	359

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

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

Curian Capital's MS Position: Q1 2016 in Review

Curian Capital sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 74,345 shares — an estimated $2.37M sold.

Curian Capital first reported a position in MS in Q2 2013 and held it in 10 quarters. The position peaked at $11.3M in Q2 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

Curian Capital reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 74,345 Morgan Stanley shares in Q1 2016, an estimated $2.37M.
Curian Capital first reported a position in Morgan Stanley in Q2 2013 and held it in 10 quarters.
Curian Capital's Morgan Stanley position peaked at $11.3M in Q2 2015.
765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.