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Saiers Capital’s Morgan Stanley MS Stock Holding History

Saiers Capital’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
Q2 		$1K Sell
60,000
-619,600
-91% -$23.6M 0.01% 14
2015
Q1 		$384K Sell
679,600
-3,230,400
-83% -$116M 0.3% 68
2014
Q4 		$468K Buy
3,910,000
+566,500
+17% +$20.2M 0.15% 106
2014
Q3 		$523K Sell
3,343,500
-225,100
-6% -$7.5M 0.23% 66
2014
Q2 		$1.64M Buy
3,568,600
+577,000
+19% +$17.8M 0.5% 56
2014
Q1 		$421K Sell
2,991,600
-3,659,200
-55% -$113M 0.12% 90
2013
Q4 		$1.47M Sell
6,650,800
-528,200
-7% -$15.7M 0.09% 81
2013
Q3 		$3.9M Buy
7,179,000
+1,383,300
+24% +$37.1M 0.58% 47
2013
Q2 		$3.76M Buy
+5,795,700
New +$137M 0.41% 55

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Saiers Capital's MS Position: Q4 2014 in Review

Saiers Capital sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 92,618 shares — an estimated $3.29M sold.

Saiers Capital first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $19.7M in Q3 2013. 790 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Saiers Capital reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
  • Saiers Capital sold 92,618 Morgan Stanley shares in Q4 2014, an estimated $3.29M.
  • Saiers Capital first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
  • Saiers Capital's Morgan Stanley position peaked at $19.7M in Q3 2013.
  • 790 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Saiers Capital's 13F filing for Q4 2014, filed 11 Feb 2015.