Madison Investment Holdings’s Morgan Stanley MS Stock Holding History

Madison Investment Holdings’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
2017 Q2	–	Sell	-17,800	Closed	-$763K	–	259
2017 Q1	$763K	Hold	17,800	–	–	0.01%	214
2016 Q4	$752K	Hold	17,800	–	–	0.01%	214
2016 Q3	$571K	Hold	17,800	–	–	0.01%	212
2016 Q2	$462K	Buy	+17,800	New	+$466K	0.01%	217
2015 Q1	–	Sell	-16,400	Closed	-$636K	–	233
2014 Q4	$636K	Sell	16,400 -9,700	-37%	-$345K	0.01%	175
2014 Q3	$902K	Sell	26,100 -180,100	-87%	-$6M	0.02%	171
2014 Q2	$6.67M	Buy	206,200 +51,200	+33%	+$1.58M	0.14%	135
2014 Q1	$4.83M	Sell	155,000 -5,000	-3%	-$154K	0.09%	147
2013 Q4	$5.02M	Sell	160,000 -14,200	-8%	-$422K	0.1%	148
2013 Q3	$4.7M	Sell	174,200 -270,000	-61%	-$7.24M	0.1%	146
2013 Q2	$10.9M	Buy	+444,200	New	+$10.5M	0.24%	111

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Madison Investment Holdings's MS Position: Q2 2017 in Review

Madison Investment Holdings sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 17,800 shares — an estimated $763K sold.

Madison Investment Holdings first reported a position in MS in Q2 2013 and held it in 11 quarters. The position peaked at $10.9M in Q2 2013. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

Madison Investment Holdings reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
Madison Investment Holdings sold 17,800 Morgan Stanley shares in Q2 2017, an estimated $763K.
Madison Investment Holdings first reported a position in Morgan Stanley in Q2 2013 and held it in 11 quarters.
Madison Investment Holdings's Morgan Stanley position peaked at $10.9M in Q2 2013.
919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Madison Investment Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.