Emrys Partners’s Morgan Stanley MS Stock Holding History

Emrys Partners’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
2014 Q1	–	Sell	-82,285	Closed	-$2.58M	–	35
2013 Q4	$2.58M	Buy	+82,285	New	+$2.45M	1.7%	28

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Emrys Partners's MS Position: Q1 2014 in Review

Emrys Partners sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 82,285 shares — an estimated $2.58M sold.

Emrys Partners first reported a position in MS in Q4 2013 and held it in 1 quarter. The position peaked at $2.58M in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

Emrys Partners reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
Emrys Partners sold 82,285 Morgan Stanley shares in Q1 2014, an estimated $2.58M.
Emrys Partners first reported a position in Morgan Stanley in Q4 2013 and held it in 1 quarter.
Emrys Partners's Morgan Stanley position peaked at $2.58M in Q4 2013.
730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Emrys Partners's 13F filing for Q1 2014, filed 15 May 2014.