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UBS’s Morgan Stanley MS Stock Holding History

UBS’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
Q3 		$33.5M Buy
970,500
+473,600
+95% +$15.8M 0.02% 677
2014
Q2 		$16.1M Sell
496,900
-315,800
-39% -$9.74M 0.01% 1012
2014
Q1 		$25.3M Sell
812,700
-113,100
-12% -$3.49M 0.02% 663
2013
Q4 		$29M Buy
925,800
+86,000
+10% +$2.56M 0.03% 615
2013
Q3 		$22.6M Sell
839,800
-160,100
-16% -$4.3M 0.02% 656
2013
Q2 		$24.4M Buy
+999,900
New +$23.7M 0.03% 559

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS's MS Position: Q3 2014 in Review

UBS reduced its Morgan Stanley (MS) stake by 4.8% in Q3 2014, selling an estimated $5.79M and leaving 3,423,191 shares worth $118M. The position accounts for 0.09% of the portfolio, ranked #242.

UBS first reported a position in MS in Q2 2013 and has held it in 6 quarters since. 731 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • UBS held 3,423,191 shares of Morgan Stanley worth $118M as of Q3 2014.
  • UBS sold 173,772 Morgan Stanley shares in Q3 2014, an estimated $5.79M.
  • Morgan Stanley made up 0.09% of UBS's portfolio in Q3 2014, its #242 holding.
  • UBS first reported a position in Morgan Stanley in Q2 2013 and has held it in 6 quarters since.
  • 731 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.