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Stux Capital Management’s Morgan Stanley MS Stock Holding History

Stux Capital 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
Q2 		$5.77M Buy
178,500
+75,500
+73% +$2.33M 0.75% 20
2014
Q1 		$3.21M Sell
103,000
-200
-0.2% -$6.18K 0.4% 76
2013
Q4 		$3.24M Buy
+103,200
New +$3.07M 0.38% 75

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Stux Capital Management's MS Position: Q2 2014 in Review

Stux Capital Management increased its Morgan Stanley (MS) stake by 73% in Q2 2014, buying an estimated $2.33M and bringing the position to 178,500 shares worth $5.77M. The position accounts for 0.75% of the portfolio, ranked #20.

Stux Capital Management first reported a position in MS in Q4 2013 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Stux Capital Management held 178,500 shares of Morgan Stanley worth $5.77M as of Q2 2014.
  • Stux Capital Management bought 75,500 Morgan Stanley shares in Q2 2014, an estimated $2.33M.
  • Morgan Stanley made up 0.75% of Stux Capital Management's portfolio in Q2 2014, its #20 holding.
  • Stux Capital Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.