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F&C Asset Management’s Morgan Stanley MS Stock Holding History

F&C Asset 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
2014
Q1 		$7.52M Buy
241,223
+19,164
+9% +$592K 0.09% 272
2013
Q4 		$6.96M Buy
222,059
+10,349
+5% +$308K 0.09% 288
2013
Q3 		$5.71M Buy
211,710
+4,189
+2% +$112K 0.07% 310
2013
Q2 		$5.07M Buy
+207,521
New +$4.92M 0.07% 322

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
JP Morgan Chase
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

F&C Asset Management's MS Position: Q1 2014 in Review

F&C Asset Management increased its Morgan Stanley (MS) stake by 8.6% in Q1 2014, buying an estimated $592K and bringing the position to 241,223 shares worth $7.52M. The position accounts for 0.09% of the portfolio, ranked #272.

F&C Asset Management first reported a position in MS in Q2 2013 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • F&C Asset Management held 241,223 shares of Morgan Stanley worth $7.52M as of Q1 2014.
  • F&C Asset Management bought 19,164 Morgan Stanley shares in Q1 2014, an estimated $592K.
  • Morgan Stanley made up 0.09% of F&C Asset Management's portfolio in Q1 2014, its #272 holding.
  • F&C Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on F&C Asset Management's 13F filing for Q1 2014, filed 14 May 2014.