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Sage Asset Management’s Morgan Stanley MS Stock Holding History

Sage Asset 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
2013
Q3 		$1.61M Sell
59,900
-14,250
-19% -$382K 1.19% 30
2013
Q2 		$1.81M Buy
+74,150
New +$1.76M 2.27% 22

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sage Asset Management's MS Position: Q3 2013 in Review

Sage Asset Management reduced its Morgan Stanley (MS) stake by 19% in Q3 2013, selling an estimated $382K and leaving 59,900 shares worth $1.61M. The position accounts for 1.19% of the portfolio, ranked #30.

Sage Asset Management first reported a position in MS in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.81M in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • Sage Asset Management held 59,900 shares of Morgan Stanley worth $1.61M as of Q3 2013.
  • Sage Asset Management sold 14,250 Morgan Stanley shares in Q3 2013, an estimated $382K.
  • Morgan Stanley made up 1.19% of Sage Asset Management's portfolio in Q3 2013, its #30 holding.
  • Sage Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 2 quarters since.
  • Sage Asset Management's Morgan Stanley position peaked at $1.81M in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on Sage Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.