GAM Systematic’s Morgan Stanley MS Stock Holding History

GAM Systematic’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
2017 Q3	–	Sell	-8,639	Closed	-$385K	–	607
2017 Q2	$385K	Sell	8,639 -3,186	-27%	-$137K	0.06%	449
2017 Q1	$507K	Sell	11,825 -9,030	-43%	-$401K	0.1%	359
2016 Q4	$881K	Buy	+20,855	New	+$789K	0.21%	197

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

GAM Systematic's MS Position: Q3 2017 in Review

GAM Systematic sold out of Morgan Stanley (MS) in Q3 2017, closing a stake of 8,639 shares — an estimated $385K sold.

GAM Systematic first reported a position in MS in Q4 2016 and held it in 3 quarters. The position peaked at $881K in Q4 2016. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

GAM Systematic reported no remaining Morgan Stanley position as of Q3 2017 after selling out during the quarter.
GAM Systematic sold 8,639 Morgan Stanley shares in Q3 2017, an estimated $385K.
GAM Systematic first reported a position in Morgan Stanley in Q4 2016 and held it in 3 quarters.
GAM Systematic's Morgan Stanley position peaked at $881K in Q4 2016.
922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.