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Nine Chapters Capital Management’s Morgan Stanley MS Stock Holding History

Nine Chapters 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
2014
Q1 		– Sell
-22,600
Closed -$709K – 909
2013
Q4 		$709K Sell
22,600
-41,600
-65% -$1.24M 0.07% 384
2013
Q3 		$1.73M Buy
+64,200
New +$1.72M 0.2% 149

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Nine Chapters Capital Management's MS Position: Q1 2014 in Review

Nine Chapters Capital Management sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 22,600 shares — an estimated $709K sold.

Nine Chapters Capital Management first reported a position in MS in Q3 2013 and held it in 2 quarters. The position peaked at $1.73M in Q3 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Nine Chapters Capital Management reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 22,600 Morgan Stanley shares in Q1 2014, an estimated $709K.
  • Nine Chapters Capital Management first reported a position in Morgan Stanley in Q3 2013 and held it in 2 quarters.
  • Nine Chapters Capital Management's Morgan Stanley position peaked at $1.73M in Q3 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Nine Chapters Capital Management's 13F filing for Q1 2014, filed 15 May 2014.