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Spark Investment Management’s Morgan Stanley MS Stock Holding History

Spark 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
2014
Q4 		– Sell
-16,600
Closed -$573K – 767
2014
Q3 		$573K Sell
16,600
-2,000
-11% -$66.6K 0.09% 312
2014
Q2 		$601K Buy
+18,600
New +$573K 0.09% 316

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 $3.38T AUM 44.17% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Spark Investment Management's MS Position: Q4 2014 in Review

Spark Investment Management sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 16,600 shares — an estimated $573K sold.

Spark Investment Management first reported a position in MS in Q2 2014 and held it in 2 quarters. The position peaked at $601K in Q2 2014. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Spark Investment Management reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
  • Spark Investment Management sold 16,600 Morgan Stanley shares in Q4 2014, an estimated $573K.
  • Spark Investment Management first reported a position in Morgan Stanley in Q2 2014 and held it in 2 quarters.
  • Spark Investment Management's Morgan Stanley position peaked at $601K in Q2 2014.
  • 791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Spark Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.