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Kohlberg Kravis Roberts & Co’s Morgan Stanley MS Stock Holding History

Kohlberg Kravis Roberts & Co’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
2014
Q2 		– Sell
-570,600
Closed -$17.8M – 106
2014
Q1 		$17.8M Sell
570,600
-86,200
-13% -$2.66M 0.3% 36
2013
Q4 		$20.6M Buy
+656,800
New +$19.5M 0.35% 24

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kohlberg Kravis Roberts & Co's MS Position: Q2 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Morgan Stanley (MS) in Q2 2014, closing a stake of 570,600 shares — an estimated $17.8M sold.

Kohlberg Kravis Roberts & Co first reported a position in MS in Q4 2013 and held it in 2 quarters. The position peaked at $20.6M in Q4 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Kohlberg Kravis Roberts & Co reported no remaining Morgan Stanley position as of Q2 2014 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 570,600 Morgan Stanley shares in Q2 2014, an estimated $17.8M.
  • Kohlberg Kravis Roberts & Co first reported a position in Morgan Stanley in Q4 2013 and held it in 2 quarters.
  • Kohlberg Kravis Roberts & Co's Morgan Stanley position peaked at $20.6M in Q4 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2014, filed 14 Aug 2014.