MCM
MS icon

Matarin Capital Management’s Morgan Stanley MS Stock Holding History

Matarin Capital Management’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
-10,121
Closed -$317K – 176
2013
Q4 		$317K Buy
+10,121
New +$301K 0.2% 112

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Matarin Capital Management's MS Position: Q1 2014 in Review

Matarin Capital Management sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 10,121 shares — an estimated $317K sold.

Matarin Capital Management first reported a position in MS in Q4 2013 and held it in 1 quarter. The position peaked at $317K in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Matarin Capital Management reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Matarin Capital Management sold 10,121 Morgan Stanley shares in Q1 2014, an estimated $317K.
  • Matarin Capital Management first reported a position in Morgan Stanley in Q4 2013 and held it in 1 quarter.
  • Matarin Capital Management's Morgan Stanley position peaked at $317K in Q4 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Matarin Capital Management's 13F filing for Q1 2014, filed 6 May 2014.