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Nationwide Fund Advisors’s Morgan Stanley MS Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-488,706
Closed -$23.5M – 1298
2017
Q3 		$23.5M Sell
488,706
-230,506
-32% -$10.7M 0.09% 246
2017
Q2 		$32M Sell
719,212
-235,480
-25% -$10.2M 0.13% 162
2017
Q1 		$40.9M Sell
954,692
-179,128
-16% -$7.95M 0.16% 108
2016
Q4 		$47.9M Sell
1,133,820
-141,465
-11% -$5.35M 0.2% 79
2016
Q3 		$40.9M Sell
1,275,285
-22,412
-2% -$669K 0.17% 101
2016
Q2 		$33.7M Sell
1,297,697
-38,119
-3% -$997K 0.15% 139
2016
Q1 		$33.4M Sell
1,335,816
-24,456
-2% -$624K 0.15% 142
2015
Q4 		$43.3M Buy
1,360,272
+248,683
+22% +$8.26M 0.19% 100
2015
Q3 		$35M Sell
1,111,589
-67,082
-6% -$2.44M 0.16% 127
2015
Q2 		$45.7M Buy
1,178,671
+18,524
+2% +$705K 0.19% 96
2015
Q1 		$41.4M Sell
1,160,147
-782
-0.1% -$28.1K 0.17% 114
2014
Q4 		$45M Sell
1,160,929
-1,646
-0.1% -$58.6K 0.19% 102
2014
Q3 		$40.2M Buy
1,162,575
+54,349
+5% +$1.81M 0.17% 115
2014
Q2 		$35.8M Buy
1,108,226
+42,634
+4% +$1.31M 0.15% 156
2014
Q1 		$33.2M Sell
1,065,592
-41,504
-4% -$1.28M 0.15% 145
2013
Q4 		$34.7M Buy
1,107,096
+15,697
+1% +$467K 0.14% 149
2013
Q3 		$29.4M Buy
1,091,399
+46,631
+4% +$1.25M 0.13% 173
2013
Q2 		$25.5M Buy
+1,044,768
New +$24.8M 0.13% 154

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Nationwide Fund Advisors's MS Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 488,706 shares — an estimated $23.5M sold.

Nationwide Fund Advisors first reported a position in MS in Q2 2013 and held it in 18 quarters. The position peaked at $47.9M in Q4 2016. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 488,706 Morgan Stanley shares in Q4 2017, an estimated $23.5M.
  • Nationwide Fund Advisors first reported a position in Morgan Stanley in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Morgan Stanley position peaked at $47.9M in Q4 2016.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.