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Graham & Dodd Fund’s Morgan Stanley MS Stock Holding History

Graham & Dodd Fund’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 		$366K Sell
11,670
-8,937
-43% -$266K 1.11% 40
2013
Q3 		$555K Buy
+20,607
New +$553K 1.07% 42

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

Graham & Dodd Fund's MS Position: Q4 2013 in Review

Graham & Dodd Fund reduced its Morgan Stanley (MS) stake by 43% in Q4 2013, selling an estimated $266K and leaving 11,670 shares worth $366K. The position accounts for 1.11% of the portfolio, ranked #40.

Graham & Dodd Fund first reported a position in MS in Q3 2013 and has held it in 2 quarters since. The position peaked at $555K in Q3 2013. 737 funds tracked by Wall St. Rank hold MS as of Q4 2013.

  • Graham & Dodd Fund held 11,670 shares of Morgan Stanley worth $366K as of Q4 2013.
  • Graham & Dodd Fund sold 8,937 Morgan Stanley shares in Q4 2013, an estimated $266K.
  • Morgan Stanley made up 1.11% of Graham & Dodd Fund's portfolio in Q4 2013, its #40 holding.
  • Graham & Dodd Fund first reported a position in Morgan Stanley in Q3 2013 and has held it in 2 quarters since.
  • Graham & Dodd Fund's Morgan Stanley position peaked at $555K in Q3 2013.
  • 737 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2013.

Based on Graham & Dodd Fund's 13F filing for Q4 2013, filed 11 Feb 2014.