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Impax Asset Management’s Morgan Stanley MS Stock Holding History

Impax Asset 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
Q3 		– Sell
-9,703
Closed -$252K – 202
2016
Q2 		$252K Sell
9,703
-56,797
-85% -$1.49M 0.01% 189
2016
Q1 		$1.66M Sell
66,500
-367,316
-85% -$9.37M 0.09% 159
2015
Q4 		$13.8M Sell
433,816
-417,772
-49% -$13.9M 0.77% 51
2015
Q3 		$26.8M Buy
851,588
+12,280
+1% +$447K 1.6% 9
2015
Q2 		$32.6M Sell
839,308
-304
-0% -$11.6K 1.74% 6
2015
Q1 		$30M Sell
839,612
-99,734
-11% -$3.58M 1.64% 9
2014
Q4 		$36.4M Buy
939,346
+607
+0.1% +$21.6K 2.16% 7
2014
Q3 		$32.5M Sell
938,739
-279,524
-23% -$9.31M 2.11% 6
2014
Q2 		$39.4M Buy
1,218,263
+56,366
+5% +$1.74M 2.48% 4
2014
Q1 		$36.2M Buy
1,161,897
+1,597
+0.1% +$49.3K 2.32% 5
2013
Q4 		$36.4M Buy
1,160,300
+50,000
+5% +$1.49M 2.31% 3
2013
Q3 		$29.9M Buy
1,110,300
+145,016
+15% +$3.89M 1.99% 6
2013
Q2 		$23.6M Buy
+965,284
New +$22.9M 1.6% 14

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 $1.47T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return