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Rainier Investment Management’s Morgan Stanley MS Stock Holding History

Rainier 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
2015
Q1 		– Sell
-2,079,339
Closed -$80.7M – 197
2014
Q4 		$80.7M Sell
2,079,339
-209,860
-9% -$7.47M 1.45% 9
2014
Q3 		$79.1M Sell
2,289,199
-82,890
-3% -$2.76M 1.32% 9
2014
Q2 		$76.7M Sell
2,372,089
-1,475,111
-38% -$45.5M 1.18% 12
2014
Q1 		$120M Sell
3,847,200
-490,480
-11% -$15.2M 1.43% 10
2013
Q4 		$136M Buy
4,337,680
+2,810,600
+184% +$83.6M 1.41% 8
2013
Q3 		$41.2M Buy
+1,527,080
New +$41M 0.4% 86

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rainier Investment Management's MS Position: Q1 2015 in Review

Rainier Investment Management sold out of Morgan Stanley (MS) in Q1 2015, closing a stake of 2,079,339 shares — an estimated $80.7M sold.

Rainier Investment Management first reported a position in MS in Q3 2013 and held it in 6 quarters. The position peaked at $136M in Q4 2013. 789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Rainier Investment Management reported no remaining Morgan Stanley position as of Q1 2015 after selling out during the quarter.
  • Rainier Investment Management sold 2,079,339 Morgan Stanley shares in Q1 2015, an estimated $80.7M.
  • Rainier Investment Management first reported a position in Morgan Stanley in Q3 2013 and held it in 6 quarters.
  • Rainier Investment Management's Morgan Stanley position peaked at $136M in Q4 2013.
  • 789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Rainier Investment Management's 13F filing for Q1 2015, filed 15 May 2015.