Oak Associates’s Morgan Stanley MS Stock Holding History

Oak Associates’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	-29,000	Closed	-$909K	–	183
2013 Q4	$909K	Buy	+29,000	New	+$862K	0.1%	113
2013 Q2	$1.21M	Buy	+49,500	New	+$1.17M	0.14%	102

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Oak Associates's MS Position: Q1 2014 in Review

Oak Associates sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 29,000 shares — an estimated $909K sold.

Oak Associates first reported a position in MS in Q2 2013 and held it in 2 quarters. The position peaked at $1.21M in Q2 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

Oak Associates reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
Oak Associates sold 29,000 Morgan Stanley shares in Q1 2014, an estimated $909K.
Oak Associates first reported a position in Morgan Stanley in Q2 2013 and held it in 2 quarters.
Oak Associates's Morgan Stanley position peaked at $1.21M in Q2 2013.
730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Oak Associates's 13F filing for Q1 2014, filed 3 Jun 2014.