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TIAA CREF Trust’s Morgan Stanley MS Stock Holding History

TIAA CREF Trust’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
Q1 		$632K Sell
14,743
-2,405
-14% -$107K ﹤0.01% 319
2016
Q4 		$725K Sell
17,148
-171
-1% -$6.47K 0.01% 298
2016
Q3 		$555K Buy
17,319
+2,166
+14% +$64.6K ﹤0.01% 320
2016
Q2 		$394K Sell
15,153
-3,647
-19% -$95.4K ﹤0.01% 326
2016
Q1 		$470K Sell
18,800
-1,845
-9% -$47.1K ﹤0.01% 306
2015
Q4 		$657K Buy
20,645
+5,862
+40% +$195K 0.01% 281
2015
Q3 		$466K Buy
14,783
+1,756
+13% +$63.9K 0.01% 293
2015
Q2 		$505K Buy
13,027
+1,279
+11% +$48.7K 0.01% 289
2015
Q1 		$420K Sell
11,748
-1,269
-10% -$45.5K ﹤0.01% 299
2014
Q4 		$505K Buy
+13,017
New +$463K 0.01% 287

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 $5.72T 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 $1.56T 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 $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

TIAA CREF Trust's MS Position: Q1 2017 in Review

TIAA CREF Trust reduced its Morgan Stanley (MS) stake by 14% in Q1 2017, selling an estimated $107K and leaving 14,743 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

TIAA CREF Trust first reported a position in MS in Q4 2014 and has held it in 10 quarters since. The position peaked at $725K in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • TIAA CREF Trust held 14,743 shares of Morgan Stanley worth $632K as of Q1 2017.
  • TIAA CREF Trust sold 2,405 Morgan Stanley shares in Q1 2017, an estimated $107K.
  • Morgan Stanley made up ﹤0.01% of TIAA CREF Trust's portfolio in Q1 2017, its #319 holding.
  • TIAA CREF Trust first reported a position in Morgan Stanley in Q4 2014 and has held it in 10 quarters since.
  • TIAA CREF Trust's Morgan Stanley position peaked at $725K in Q4 2016.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on TIAA CREF Trust's 13F filing for Q1 2017, filed 3 May 2017.