MSU
MS icon

Maple Securities USA’s Morgan Stanley MS Stock Holding History

Maple Securities USA’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
Q4 		– Sell
-453,876
Closed -$15.7M – 224
2014
Q3 		$15.7M Buy
453,876
+432,521
+2,025% +$14.4M 1.72% 6
2014
Q2 		$690K Buy
21,355
+7,796
+57% +$240K 0.08% 70
2014
Q1 		$423K Sell
13,559
-37,155
-73% -$1.15M 0.04% 101
2013
Q4 		$1.59M Buy
50,714
+29,049
+134% +$864K 0.12% 70
2013
Q3 		$584K Sell
21,665
-43,718
-67% -$1.17M 0.05% 207
2013
Q2 		$1.6M Buy
+65,383
New +$1.55M 0.15% 133

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 $677M AUM 27.58% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Maple Securities USA's MS Position: Q4 2014 in Review

Maple Securities USA sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 453,876 shares — an estimated $15.7M sold.

Maple Securities USA first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $15.7M in Q3 2014. 790 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Maple Securities USA reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
  • Maple Securities USA sold 453,876 Morgan Stanley shares in Q4 2014, an estimated $15.7M.
  • Maple Securities USA first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
  • Maple Securities USA's Morgan Stanley position peaked at $15.7M in Q3 2014.
  • 790 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Maple Securities USA's 13F filing for Q4 2014, filed 11 Feb 2015.