VAM
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Visium Asset Management’s Morgan Stanley MS Stock Holding History

Visium Asset 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
2015
Q4 		– Sell
-19,265
Closed -$607K – 769
2015
Q3 		$607K Buy
19,265
+2,265
+13% +$82.4K 0.01% 552
2015
Q2 		$659K Sell
17,000
-86,900
-84% -$3.31M 0.01% 589
2015
Q1 		$3.71M Sell
103,900
-48,837
-32% -$1.75M 0.05% 318
2014
Q4 		$5.93M Sell
152,737
-40,919
-21% -$1.46M 0.09% 220
2014
Q3 		$6.7M Buy
193,656
+96,272
+99% +$3.21M 0.11% 215
2014
Q2 		$3.15M Buy
97,384
+59,416
+156% +$1.83M 0.05% 311
2014
Q1 		$1.18M Buy
37,968
+5,039
+15% +$156K 0.02% 454
2013
Q4 		$1.03M Buy
32,929
+21,782
+195% +$648K 0.02% 446
2013
Q3 		$300K Sell
11,147
-2,148
-16% -$57.6K 0.01% 634
2013
Q2 		$325K Buy
+13,295
New +$315K 0.01% 562

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 $1.47T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return