QCM Cayman’s Morgan Stanley MS Stock Holding History

QCM Cayman’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
2017 Q2	–	Sell	-43,500	Closed	-$1.86M	–	320
2017 Q1	$1.86M	Buy	+43,500	New	+$1.93M	0.35%	70

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

QCM Cayman's MS Position: Q4 2014 in Review

QCM Cayman sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 7,261 shares — an estimated $251K sold.

QCM Cayman first reported a position in MS in Q3 2014 and held it in 1 quarter. The position peaked at $251K in Q3 2014. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

QCM Cayman reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
QCM Cayman sold 7,261 Morgan Stanley shares in Q4 2014, an estimated $251K.
QCM Cayman first reported a position in Morgan Stanley in Q3 2014 and held it in 1 quarter.
QCM Cayman's Morgan Stanley position peaked at $251K in Q3 2014.
791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on QCM Cayman's 13F filing for Q4 2014, filed 17 Feb 2015.