Secor Capital Advisors’s Morgan Stanley MS Stock Holding History

Secor Capital Advisors’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
2016 Q1	–	Sell	-14,978	Closed	-$476K	–	701
2015 Q4	$476K	Buy	+14,978	New	+$498K	0.13%	256
2015 Q3	–	Sell	-18,108	Closed	-$702K	–	572
2015 Q2	$702K	Buy	+18,108	New	+$689K	0.25%	142
2014 Q2	–	Sell	-14,547	Closed	-$453K	–	281
2014 Q1	$453K	Buy	+14,547	New	+$449K	0.22%	164

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

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

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

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

Secor Capital Advisors's MS Position: Q1 2016 in Review

Secor Capital Advisors sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 14,978 shares — an estimated $476K sold.

Secor Capital Advisors first reported a position in MS in Q1 2014 and held it in 3 quarters. The position peaked at $702K in Q2 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

Secor Capital Advisors reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
Secor Capital Advisors sold 14,978 Morgan Stanley shares in Q1 2016, an estimated $476K.
Secor Capital Advisors first reported a position in Morgan Stanley in Q1 2014 and held it in 3 quarters.
Secor Capital Advisors's Morgan Stanley position peaked at $702K in Q2 2015.
765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Secor Capital Advisors's 13F filing for Q1 2016, filed 10 May 2016.