ECM
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Exchange Capital Management’s Morgan Stanley MS Stock Holding History

Exchange 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
2013
Q4 		– Sell
-150
Closed -$4K – 244
2013
Q3 		$4K Buy
+150
New +$4.03K ﹤0.01% 175

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Exchange Capital Management's MS Position: Q4 2013 in Review

Exchange Capital Management sold out of Morgan Stanley (MS) in Q4 2013, closing a stake of 150 shares — an estimated $4K sold.

Exchange Capital Management first reported a position in MS in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 736 funds tracked by Wall St. Rank hold MS as of Q4 2013.

  • Exchange Capital Management reported no remaining Morgan Stanley position as of Q4 2013 after selling out during the quarter.
  • Exchange Capital Management sold 150 Morgan Stanley shares in Q4 2013, an estimated $4K.
  • Exchange Capital Management first reported a position in Morgan Stanley in Q3 2013 and held it in 1 quarter.
  • Exchange Capital Management's Morgan Stanley position peaked at $4K in Q3 2013.
  • 736 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2013.

Based on Exchange Capital Management's 13F filing for Q4 2013, filed 29 Jan 2014.