ICM
MS icon

IMS Capital Management’s Morgan Stanley MS Stock Holding History

IMS Capital 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
2013
Q4 		– Sell
-8,500
Closed -$229K – 161
2013
Q3 		$229K Hold
8,500
– – 0.32% 106
2013
Q2 		$208K Buy
+8,500
New +$202K 0.3% 110

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

IMS Capital Management's MS Position: Q4 2013 in Review

IMS Capital Management sold out of Morgan Stanley (MS) in Q4 2013, closing a stake of 8,500 shares — an estimated $229K sold.

IMS Capital Management first reported a position in MS in Q2 2013 and held it in 2 quarters. The position peaked at $229K in Q3 2013. 736 funds tracked by Wall St. Rank hold MS as of Q4 2013.

  • IMS Capital Management reported no remaining Morgan Stanley position as of Q4 2013 after selling out during the quarter.
  • IMS Capital Management sold 8,500 Morgan Stanley shares in Q4 2013, an estimated $229K.
  • IMS Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 2 quarters.
  • IMS Capital Management's Morgan Stanley position peaked at $229K in Q3 2013.
  • 736 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2013.

Based on IMS Capital Management's 13F filing for Q4 2013, filed 5 Feb 2014.