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Mesirow Financial Investment Management - Fixed Income’s Morgan Stanley MS Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2016
Q2 		– Sell
-46,029
Closed -$1.15M – 266
2016
Q1 		$1.15M Hold
46,029
– – 0.53% 93
2015
Q4 		$1.46M Buy
46,029
+12,318
+37% +$409K 0.67% 69
2015
Q3 		$1.06M Sell
33,711
-121
-0.4% -$4.4K 0.3% 111
2015
Q2 		$1.31M Buy
33,832
+10,035
+42% +$382K 0.31% 114
2015
Q1 		$849K Sell
23,797
-9,998
-30% -$359K 0.2% 123
2014
Q4 		$1.31M Hold
33,795
– – 0.33% 109
2014
Q3 		$1.17M Buy
33,795
+9,424
+39% +$314K 0.29% 119
2014
Q2 		$788K Sell
24,371
-175
-0.7% -$5.39K 0.19% 138
2014
Q1 		$765K Buy
24,546
+5,286
+27% +$163K 0.18% 137
2013
Q4 		$604K Hold
19,260
– – 0.16% 139
2013
Q3 		$519K Hold
19,260
– – 0.15% 137
2013
Q2 		$471K Buy
+19,260
New +$457K 0.14% 140

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's MS Position: Q2 2016 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Morgan Stanley (MS) in Q2 2016, closing a stake of 46,029 shares — an estimated $1.15M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in MS in Q2 2013 and held it in 12 quarters. The position peaked at $1.46M in Q4 2015. 746 funds tracked by Wall St. Rank hold MS as of Q2 2016.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Morgan Stanley position as of Q2 2016 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 46,029 Morgan Stanley shares in Q2 2016, an estimated $1.15M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Morgan Stanley in Q2 2013 and held it in 12 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Morgan Stanley position peaked at $1.46M in Q4 2015.
  • 746 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2016.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2016, filed 8 Aug 2016.