MI
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Montage Investments’s Morgan Stanley MS Stock Holding History

Montage Investments’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
Q3 		$511K Hold
15,935
– – 0.28% 113
2016
Q2 		$414K Sell
15,935
-13,559
-46% -$355K 0.29% 120
2016
Q1 		$738K Buy
+29,494
New +$753K 0.53% 79

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montage Investments's MS Position: Q3 2016 in Review

Montage Investments held its Morgan Stanley (MS) position steady in Q3 2016 at 15,935 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #113.

Montage Investments first reported a position in MS in Q1 2016 and has held it in 3 quarters since. The position peaked at $738K in Q1 2016. 783 funds tracked by Wall St. Rank hold MS as of Q3 2016.

  • Montage Investments held 15,935 shares of Morgan Stanley worth $511K as of Q3 2016.
  • Montage Investments left its Morgan Stanley share count unchanged in Q3 2016.
  • Morgan Stanley made up 0.28% of Montage Investments's portfolio in Q3 2016, its #113 holding.
  • Montage Investments first reported a position in Morgan Stanley in Q1 2016 and has held it in 3 quarters since.
  • Montage Investments's Morgan Stanley position peaked at $738K in Q1 2016.
  • 783 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.