ST
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Spot Trading’s Morgan Stanley MS Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-2,775
Closed -$129K – 3460
2017
Q2 		$124K Buy
+2,775
New +$120K 0.02% 2484
2017
Q1 		– Sell
-32,847
Closed -$1.46M – 3396
2016
Q4 		$1.39M Sell
32,847
-90,643
-73% -$3.43M 0.23% 758
2016
Q3 		$3.96M Sell
123,490
-54,470
-31% -$1.62M 0.63% 343
2016
Q2 		$4.62M Buy
177,960
+35,126
+25% +$919K 0.63% 340
2016
Q1 		$3.57M Buy
142,834
+47,188
+49% +$1.2M 0.47% 410
2015
Q4 		$3.04M Buy
95,646
+24,603
+35% +$818K 0.23% 738
2015
Q3 		$2.24M Buy
71,043
+70,783
+27,224% +$2.58M 0.14% 1009
2015
Q2 		$10K Sell
260
-3,947
-94% -$150K ﹤0.01% 3556
2015
Q1 		$150K Sell
4,207
-43,287
-91% -$1.55M 0.01% 2923
2014
Q4 		$1.84M Buy
+47,494
New +$1.69M 0.08% 1452
2014
Q3 		– Sell
-108,417
Closed -$3.61M – 4674
2014
Q2 		$3.5M Sell
108,417
-65,006
-37% -$2M 0.12% 1209
2014
Q1 		$5.41M Sell
173,423
-1,655
-0.9% -$51.1K 0.22% 804
2013
Q4 		$5.49M Buy
175,078
+9,469
+6% +$281K 0.21% 797
2013
Q3 		$4.46M Buy
165,609
+88,581
+115% +$2.38M 0.23% 794
2013
Q2 		$1.88M Buy
+77,028
New +$1.83M 0.1% 1430

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return