IGIM
MS icon

I.G. Investment Management’s Morgan Stanley MS Stock Holding History

I.G. 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
2016
Q4 		– Sell
-273,136
Closed -$8.76M – 617
2016
Q3 		$8.76M Sell
273,136
-318,878
-54% -$9.51M 0.03% 290
2016
Q2 		$15.4M Sell
592,014
-54,944
-8% -$1.44M 0.06% 183
2016
Q1 		$16.2M Sell
646,958
-38,038
-6% -$971K 0.07% 166
2015
Q4 		$21.8M Sell
684,996
-209,713
-23% -$6.97M 0.09% 130
2015
Q3 		$28.2M Buy
894,709
+703,679
+368% +$25.6M 0.12% 107
2015
Q2 		$7.41M Sell
191,030
-1,985
-1% -$75.5K 0.03% 288
2015
Q1 		$6.89M Buy
193,015
+6,237
+3% +$224K 0.03% 299
2014
Q4 		$7.25M Buy
186,778
+26,578
+17% +$946K 0.03% 283
2014
Q3 		$5.54M Buy
160,200
+2,900
+2% +$96.6K 0.02% 321
2014
Q2 		$5.09M Buy
157,300
+23,900
+18% +$737K 0.02% 344
2014
Q1 		$4.16M Buy
133,400
+1,500
+1% +$46.3K 0.01% 357
2013
Q4 		$4.14M Sell
131,900
-23,500
-15% -$699K 0.01% 358
2013
Q3 		$4.19M Sell
155,400
-102,750
-40% -$2.76M 0.02% 352
2013
Q2 		$6.31M Buy
+258,150
New +$6.12M 0.03% 291

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

I.G. Investment Management's MS Position: Q4 2016 in Review

I.G. Investment Management sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 273,136 shares — an estimated $8.76M sold.

I.G. Investment Management first reported a position in MS in Q2 2013 and held it in 14 quarters. The position peaked at $28.2M in Q3 2015. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • I.G. Investment Management reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
  • I.G. Investment Management sold 273,136 Morgan Stanley shares in Q4 2016, an estimated $8.76M.
  • I.G. Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 14 quarters.
  • I.G. Investment Management's Morgan Stanley position peaked at $28.2M in Q3 2015.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on I.G. Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.