Decade Capital Management’s Morgan Stanley MS Stock Holding History

Decade 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
2015 Q3	$2.2M	Buy	+69,820	New	+$2.54M	0.47%	59
2014 Q2	–	Sell	-32,319	Closed	-$1.01M	–	195
2014 Q1	$1.01M	Sell	32,319 -46,665	-59%	-$1.44M	0.07%	145
2013 Q4	$2.48M	Sell	78,984 -172,503	-69%	-$5.13M	0.18%	105
2013 Q3	$6.78M	Buy	251,487 +28,707	+13%	+$770K	0.39%	75
2013 Q2	$5.44M	Buy	+222,780	New	+$5.28M	0.35%	76

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Decade Capital Management's MS Position: Q3 2015 in Review

Decade Capital Management opened a new position in Morgan Stanley (MS) in Q3 2015: 69,820 shares worth $2.2M. The stake represents 0.47% of the portfolio and ranks #59 among its holdings. This is a return to the name: Decade Capital Management previously reported a position in MS as recently as Q1 2014.

Decade Capital Management first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $6.78M in Q3 2013. 803 funds tracked by Wall St. Rank hold MS as of Q3 2015.

Decade Capital Management held 69,820 shares of Morgan Stanley worth $2.2M as of Q3 2015.
Morgan Stanley was a new Decade Capital Management position in Q3 2015.
Morgan Stanley made up 0.47% of Decade Capital Management's portfolio in Q3 2015, its #59 holding.
Decade Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
Decade Capital Management's Morgan Stanley position peaked at $6.78M in Q3 2013.
803 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Decade Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.