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Teachers Advisors’s Morgan Stanley MS Stock Holding History

Teachers 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
2019
Q1 		$162M Buy
3,841,253
+239,793
+7% +$10.1M 0.2% 96
2018
Q4 		$143M Sell
3,601,460
-507,870
-12% -$22.2M 0.2% 95
2018
Q3 		$191M Buy
4,109,330
+87,508
+2% +$4.27M 0.23% 78
2018
Q2 		$191M Sell
4,021,822
-127,945
-3% -$6.69M 0.24% 79
2018
Q1 		$224M Sell
4,149,767
-437,849
-10% -$24.2M 0.29% 60
2017
Q4 		$241M Buy
4,587,616
+50,619
+1% +$2.56M 0.31% 55
2017
Q3 		$219M Buy
4,536,997
+21,166
+0.5% +$982K 0.3% 56
2017
Q2 		$201M Sell
4,515,831
-257,330
-5% -$11.1M 0.28% 60
2017
Q1 		$204M Buy
4,773,161
+589,669
+14% +$26.2M 0.3% 53
2016
Q4 		$177M Sell
4,183,492
-45,680
-1% -$1.73M 0.28% 58
2016
Q3 		$136M Buy
4,229,172
+294,168
+7% +$8.77M 0.23% 86
2016
Q2 		$102M Buy
3,935,004
+26,826
+0.7% +$702K 0.18% 120
2016
Q1 		$97.7M Sell
3,908,178
-2,528,935
-39% -$64.5M 0.18% 125
2015
Q4 		$205M Buy
6,437,113
+764,648
+13% +$25.4M 0.38% 41
2015
Q3 		$179M Buy
5,672,465
+941,895
+20% +$34.3M 0.36% 40
2015
Q2 		$183M Buy
4,730,570
+67,502
+1% +$2.57M 0.34% 44
2015
Q1 		$166M Sell
4,663,068
-448,742
-9% -$16.1M 0.31% 47
2014
Q4 		$198M Buy
5,111,810
+18,350
+0.4% +$653K 0.38% 36
2014
Q3 		$176M Buy
5,093,460
+884,735
+21% +$29.5M 0.35% 35
2014
Q2 		$136M Buy
4,208,725
+673,140
+19% +$20.8M 0.28% 59
2014
Q1 		$110M Sell
3,535,585
-345,404
-9% -$10.7M 0.24% 75
2013
Q4 		$122M Sell
3,880,989
-1,288
-0% -$38.3K 0.28% 58
2013
Q3 		$105M Sell
3,882,277
-142,314
-4% -$3.82M 0.26% 68
2013
Q2 		$98.3M Buy
+4,024,591
New +$95.4M 0.26% 68

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Teachers Advisors's MS Position: Q1 2019 in Review

Teachers Advisors increased its Morgan Stanley (MS) stake by 6.7% in Q1 2019, buying an estimated $10.1M and bringing the position to 3,841,253 shares worth $162M. The position accounts for 0.2% of the portfolio, ranked #96.

Teachers Advisors first reported a position in MS in Q2 2013 and has held it in 24 quarters since. The position peaked at $241M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • Teachers Advisors held 3,841,253 shares of Morgan Stanley worth $162M as of Q1 2019.
  • Teachers Advisors bought 239,793 Morgan Stanley shares in Q1 2019, an estimated $10.1M.
  • Morgan Stanley made up 0.2% of Teachers Advisors's portfolio in Q1 2019, its #96 holding.
  • Teachers Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 24 quarters since.
  • Teachers Advisors's Morgan Stanley position peaked at $241M in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Teachers Advisors's 13F filing for Q1 2019, filed 14 May 2019.