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Lansdowne Partners (UK)’s Morgan Stanley MS Stock Holding History

Lansdowne Partners (UK)’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
2016
Q1 		– Sell
-104,568
Closed -$3.33M – 58
2015
Q4 		$3.33M Buy
+104,568
New +$3.47M 0.02% 37
2014
Q3 		– Sell
-1,668,078
Closed -$53.9M – 46
2014
Q2 		$53.9M Buy
+1,668,078
New +$51.4M 0.51% 19

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lansdowne Partners (UK)'s MS Position: Q1 2016 in Review

Lansdowne Partners (UK) sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 104,568 shares — an estimated $3.33M sold.

Lansdowne Partners (UK) first reported a position in MS in Q2 2014 and held it in 2 quarters. The position peaked at $53.9M in Q2 2014. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Lansdowne Partners (UK) reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Lansdowne Partners (UK) sold 104,568 Morgan Stanley shares in Q1 2016, an estimated $3.33M.
  • Lansdowne Partners (UK) first reported a position in Morgan Stanley in Q2 2014 and held it in 2 quarters.
  • Lansdowne Partners (UK)'s Morgan Stanley position peaked at $53.9M in Q2 2014.
  • 766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Lansdowne Partners (UK)'s 13F filing for Q1 2016, filed 13 May 2016.