Hirtle Callaghan & Co’s Morgan Stanley MS Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-4,800	Closed	-$155K	–	604
2014 Q2	$155K	Buy	+4,800	New	+$148K	0.02%	256

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Hirtle Callaghan & Co's MS Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of Morgan Stanley (MS) in Q3 2014, closing a stake of 4,800 shares — an estimated $155K sold.

Hirtle Callaghan & Co first reported a position in MS in Q2 2014 and held it in 1 quarter. The position peaked at $155K in Q2 2014. 732 funds tracked by Wall St. Rank hold MS as of Q3 2014.

Hirtle Callaghan & Co reported no remaining Morgan Stanley position as of Q3 2014 after selling out during the quarter.
Hirtle Callaghan & Co sold 4,800 Morgan Stanley shares in Q3 2014, an estimated $155K.
Hirtle Callaghan & Co first reported a position in Morgan Stanley in Q2 2014 and held it in 1 quarter.
Hirtle Callaghan & Co's Morgan Stanley position peaked at $155K in Q2 2014.
732 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.