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KKR Credit Advisors’s Morgan Stanley MS Stock Holding History

KKR Credit Advisors’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
Q3 		$10.7M Buy
+397,800
New +$10.7M 1.35% 31

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

KKR Credit Advisors's MS Position: Q3 2013 in Review

KKR Credit Advisors opened a new position in Morgan Stanley (MS) in Q3 2013: 397,800 shares worth $10.7M. The stake represents 1.35% of the portfolio and ranks #31 among its holdings.

685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • KKR Credit Advisors held 397,800 shares of Morgan Stanley worth $10.7M as of Q3 2013.
  • Morgan Stanley was a new KKR Credit Advisors position in Q3 2013.
  • Morgan Stanley made up 1.35% of KKR Credit Advisors's portfolio in Q3 2013, its #31 holding.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on KKR Credit Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.