Daniel Loeb’s Morgan Stanley MS Stock Holding History

Daniel Loeb’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	-3,000,000	Closed	-$95.4M	–	41
2015 Q4	$95.4M	Buy	+3,000,000	New	+$99.7M	0.97%	19

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daniel Loeb's MS Position: Q1 2016 in Review

Daniel Loeb sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 3,000,000 shares — an estimated $95.4M sold.

Daniel Loeb first reported a position in MS in Q4 2015 and held it in 1 quarter. The position peaked at $95.4M in Q4 2015. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

Daniel Loeb reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
Daniel Loeb sold 3,000,000 Morgan Stanley shares in Q1 2016, an estimated $95.4M.
Daniel Loeb first reported a position in Morgan Stanley in Q4 2015 and held it in 1 quarter.
Daniel Loeb's Morgan Stanley position peaked at $95.4M in Q4 2015.
766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Third Point's 13F filing for Q1 2016, filed 13 May 2016.