PIM
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Perkins Investment Management’s Morgan Stanley MS Stock Holding History

Perkins Investment 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
-40,175
Closed -$1.26M – 271
2013
Q4 		$1.26M Hold
40,175
– – 0.01% 241
2013
Q3 		$1.08M Buy
40,175
+4,175
+12% +$112K 0.01% 247
2013
Q2 		$879K Buy
+36,000
New +$854K 0.01% 258

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

Perkins Investment Management's MS Position: Q1 2014 in Review

Perkins Investment Management sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 40,175 shares — an estimated $1.26M sold.

Perkins Investment Management first reported a position in MS in Q2 2013 and held it in 3 quarters. The position peaked at $1.26M in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Perkins Investment Management reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Perkins Investment Management sold 40,175 Morgan Stanley shares in Q1 2014, an estimated $1.26M.
  • Perkins Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 3 quarters.
  • Perkins Investment Management's Morgan Stanley position peaked at $1.26M in Q4 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Perkins Investment Management's 13F filing for Q1 2014, filed 15 May 2014.