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Palisades Investment Partners’s Morgan Stanley MS Stock Holding History

Palisades Investment Partners’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
Q2 		$821K Sell
25,400
-17,400
-41% -$536K 1.46% 26
2014
Q1 		$1.33M Hold
42,800
– – 1.45% 28
2013
Q4 		$1.35M Sell
42,800
-13,400
-24% -$398K 1.49% 25
2013
Q3 		$1.51M Hold
56,200
– – 1.43% 28
2013
Q2 		$1.37M Buy
+56,200
New +$1.33M 1.36% 29

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
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
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

Palisades Investment Partners's MS Position: Q2 2014 in Review

Palisades Investment Partners reduced its Morgan Stanley (MS) stake by 41% in Q2 2014, selling an estimated $536K and leaving 25,400 shares worth $821K. The position accounts for 1.46% of the portfolio, ranked #26.

Palisades Investment Partners first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Palisades Investment Partners held 25,400 shares of Morgan Stanley worth $821K as of Q2 2014.
  • Palisades Investment Partners sold 17,400 Morgan Stanley shares in Q2 2014, an estimated $536K.
  • Morgan Stanley made up 1.46% of Palisades Investment Partners's portfolio in Q2 2014, its #26 holding.
  • Palisades Investment Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Morgan Stanley position peaked at $1.51M in Q3 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.