Linden Advisors’s Morgan Stanley MS Stock Holding History

Linden 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
2014 Q1	–	Sell	-200,000	Closed	-$6.27M	–	48
2013 Q4	$6.27M	Hold	200,000	–	–	1.11%	27
2013 Q3	$5.38M	Hold	200,000	–	–	0.89%	26
2013 Q2	$4.88M	Buy	+200,000	New	+$4.74M	0.63%	29

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Linden Advisors's MS Position: Q1 2017 in Review

Linden Advisors sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 26,684 shares — an estimated $1.13M sold.

Linden Advisors first reported a position in MS in Q4 2016 and held it in 1 quarter. The position peaked at $1.13M in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

Linden Advisors reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
Linden Advisors sold 26,684 Morgan Stanley shares in Q1 2017, an estimated $1.13M.
Linden Advisors first reported a position in Morgan Stanley in Q4 2016 and held it in 1 quarter.
Linden Advisors's Morgan Stanley position peaked at $1.13M in Q4 2016.
921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Linden Advisors's 13F filing for Q1 2017, filed 15 May 2017.