MCM
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Mazama Capital Management’s Morgan Stanley MS Stock Holding History

Mazama 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
2015
Q2 		– Sell
-66,194
Closed -$2.36M – 301
2015
Q1 		$2.36M Buy
+66,194
New +$2.38M 0.49% 62
2014
Q2 		– Sell
-50,800
Closed -$1.58M – 284
2014
Q1 		$1.58M Buy
+50,800
New +$1.57M 1.43% 31

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
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 $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mazama Capital Management's MS Position: Q2 2015 in Review

Mazama Capital Management sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 66,194 shares — an estimated $2.36M sold.

Mazama Capital Management first reported a position in MS in Q1 2014 and held it in 2 quarters. The position peaked at $2.36M in Q1 2015. 811 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • Mazama Capital Management reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
  • Mazama Capital Management sold 66,194 Morgan Stanley shares in Q2 2015, an estimated $2.36M.
  • Mazama Capital Management first reported a position in Morgan Stanley in Q1 2014 and held it in 2 quarters.
  • Mazama Capital Management's Morgan Stanley position peaked at $2.36M in Q1 2015.
  • 811 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on Mazama Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.