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Nuveen Fund Advisors’s Morgan Stanley MS Stock Holding History

Nuveen 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
2018
Q1 		– Sell
-4,429
Closed -$232K – 287
2017
Q4 		$232K Sell
4,429
-2,107
-32% -$107K 0.07% 273
2017
Q3 		$315K Sell
6,536
-3,677
-36% -$171K 0.06% 276
2017
Q2 		$455K Sell
10,213
-245
-2% -$10.6K 0.07% 279
2017
Q1 		$448K Buy
10,458
+605
+6% +$26.8K 0.06% 306
2016
Q4 		$416K Sell
9,853
-3,441
-26% -$130K 0.06% 308
2016
Q3 		$426K Buy
13,294
+1,336
+11% +$39.9K 0.06% 320
2016
Q2 		$311K Buy
+11,958
New +$313K 0.05% 335

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Nuveen Fund Advisors's MS Position: Q1 2018 in Review

Nuveen Fund Advisors sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 4,429 shares — an estimated $232K sold.

Nuveen Fund Advisors first reported a position in MS in Q2 2016 and held it in 7 quarters. The position peaked at $455K in Q2 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Nuveen Fund Advisors reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Nuveen Fund Advisors sold 4,429 Morgan Stanley shares in Q1 2018, an estimated $232K.
  • Nuveen Fund Advisors first reported a position in Morgan Stanley in Q2 2016 and held it in 7 quarters.
  • Nuveen Fund Advisors's Morgan Stanley position peaked at $455K in Q2 2017.
  • 1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Nuveen Fund Advisors's 13F filing for Q1 2018, filed 14 May 2018.