Investors Trust’s Morgan Stanley MS Stock Holding History

Investors Trust’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	-31,592	Closed	-$851K	–	141
2013 Q3	$851K	Hold	31,592	–	–	0.15%	80
2013 Q2	$772K	Buy	+31,592	New	+$749K	0.13%	75

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investors Trust's MS Position: Q4 2013 in Review

Investors Trust sold out of Morgan Stanley (MS) in Q4 2013, closing a stake of 31,592 shares — an estimated $851K sold.

Investors Trust first reported a position in MS in Q2 2013 and held it in 2 quarters. The position peaked at $851K in Q3 2013. 736 funds tracked by Wall St. Rank hold MS as of Q4 2013.

Investors Trust reported no remaining Morgan Stanley position as of Q4 2013 after selling out during the quarter.
Investors Trust sold 31,592 Morgan Stanley shares in Q4 2013, an estimated $851K.
Investors Trust first reported a position in Morgan Stanley in Q2 2013 and held it in 2 quarters.
Investors Trust's Morgan Stanley position peaked at $851K in Q3 2013.
736 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2013.

Based on Investors Trust's 13F filing for Q4 2013, filed 13 Feb 2014.