GIM
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Gyrus Investment Management’s Morgan Stanley MS Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-111,712
Closed -$3.99M – 55
2015
Q1 		$3.99M Sell
111,712
-2,350
-2% -$84.3K 0.66% 69
2014
Q4 		$4.43M Sell
114,062
-9,750
-8% -$347K 0.73% 59
2014
Q3 		$4.28M Sell
123,812
-475
-0.4% -$15.8K 0.75% 55
2014
Q2 		$4.02M Sell
124,287
-550
-0.4% -$17K 0.72% 55
2014
Q1 		$4.29M Buy
124,837
+6,275
+5% +$194K 0.74% 51
2013
Q4 		$3.95M Buy
118,562
+1,199
+1% +$35.6K 0.82% 50
2013
Q3 		$3.25M Sell
117,363
-136
-0.1% -$3.65K 0.71% 54
2013
Q2 		$3.03M Buy
+117,499
New +$2.79M 0.68% 55

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gyrus Investment Management's MS Position: Q2 2015 in Review

Gyrus Investment Management sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 111,712 shares — an estimated $3.99M sold.

Gyrus Investment Management first reported a position in MS in Q2 2013 and held it in 8 quarters. The position peaked at $4.43M in Q4 2014. 810 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • Gyrus Investment Management reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 111,712 Morgan Stanley shares in Q2 2015, an estimated $3.99M.
  • Gyrus Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Morgan Stanley position peaked at $4.43M in Q4 2014.
  • 810 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.