Index Management Solutions’s Morgan Stanley MS Stock Holding History

Index Management Solutions’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 Q3	$18K	Buy	577 +22	+4%	+$801	0.02%	435
2015 Q2	$22K	Buy	555 +447	+414%	+$17K	0.02%	470
2015 Q1	$4K	Sell	108 -1,760	-94%	-$63.1K	﹤0.01%	708
2014 Q4	$72K	Sell	1,868 -5,060	-73%	-$180K	0.01%	301
2014 Q3	$240K	Buy	6,928 +4,992	+258%	+$166K	0.03%	568
2014 Q2	$63K	Sell	1,936 -29,638	-94%	-$914K	0.01%	776
2014 Q1	$984K	Buy	31,574 +29,475	+1,404%	+$911K	0.16%	141
2013 Q4	$66K	Buy	2,099 +255	+14%	+$7.58K	0.02%	376
2013 Q3	$50K	Buy	+1,844	New	+$49.5K	0.01%	448

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Index Management Solutions's MS Position: Q3 2015 in Review

Index Management Solutions increased its Morgan Stanley (MS) stake by 4% in Q3 2015, buying an estimated $801 and bringing the position to 577 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #435.

Index Management Solutions first reported a position in MS in Q3 2013 and has held it in 9 quarters since. The position peaked at $984K in Q1 2014. 804 funds tracked by Wall St. Rank hold MS as of Q3 2015.

Index Management Solutions held 577 shares of Morgan Stanley worth $18K as of Q3 2015.
Index Management Solutions bought 22 Morgan Stanley shares in Q3 2015, an estimated $801.
Morgan Stanley made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #435 holding.
Index Management Solutions first reported a position in Morgan Stanley in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Morgan Stanley position peaked at $984K in Q1 2014.
804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.