Nikko Asset Management Americas’s Morgan Stanley MS Stock Holding History

Nikko Asset Management Americas’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 Q3	–	Sell	-7,500	Closed	-$334K	–	351
2017 Q2	$334K	Hold	7,500	–	–	0.02%	209
2017 Q1	$321K	Hold	7,500	–	–	0.02%	210
2016 Q4	$317K	Hold	7,500	–	–	0.03%	202
2016 Q3	$240K	Sell	7,500 -12,500	-63%	-$373K	0.02%	222
2016 Q2	$505K	Hold	20,000	–	–	0.05%	148
2016 Q1	$501K	Buy	20,000 +10,700	+115%	+$273K	0.06%	146
2015 Q4	$300K	Hold	9,300	–	–	0.03%	164
2015 Q3	$288K	Hold	9,300	–	–	0.03%	161
2015 Q2	$356K	Hold	9,300	–	–	0.02%	171
2015 Q1	$338K	Hold	9,300	–	–	0.03%	183
2014 Q4	$363K	Hold	9,300	–	–	0.03%	170
2014 Q3	$321K	Hold	9,300	–	–	0.02%	169
2014 Q2	$293K	Hold	9,300	–	–	0.01%	169
2014 Q1	$287K	Hold	9,300	–	–	0.01%	167
2013 Q4	$287K	Buy	+9,300	New	+$276K	0.01%	160

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Nikko Asset Management Americas's MS Position: Q3 2017 in Review

Nikko Asset Management Americas sold out of Morgan Stanley (MS) in Q3 2017, closing a stake of 7,500 shares — an estimated $334K sold.

Nikko Asset Management Americas first reported a position in MS in Q4 2013 and held it in 15 quarters. The position peaked at $505K in Q2 2016. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

Nikko Asset Management Americas reported no remaining Morgan Stanley position as of Q3 2017 after selling out during the quarter.
Nikko Asset Management Americas sold 7,500 Morgan Stanley shares in Q3 2017, an estimated $334K.
Nikko Asset Management Americas first reported a position in Morgan Stanley in Q4 2013 and held it in 15 quarters.
Nikko Asset Management Americas's Morgan Stanley position peaked at $505K in Q2 2016.
922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Nikko Asset Management Americas's 13F filing for Q3 2017, filed 10 Oct 2017.