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Wilmington Funds Management’s Morgan Stanley MS Stock Holding History

Wilmington Funds 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 		$562K Sell
17,396
-13,300
-43% -$410K 0.06% 329
2014
Q1 		$957K Hold
30,696
– – 0.1% 206
2013
Q4 		$963K Hold
30,696
– – 0.1% 240
2013
Q3 		$827K Sell
30,696
-4,500
-13% -$121K 0.08% 257
2013
Q2 		$860K Buy
+35,196
New +$835K 0.08% 248

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

Wilmington Funds Management's MS Position: Q2 2014 in Review

Wilmington Funds Management reduced its Morgan Stanley (MS) stake by 43% in Q2 2014, selling an estimated $410K and leaving 17,396 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #329.

Wilmington Funds Management first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $963K in Q4 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Wilmington Funds Management held 17,396 shares of Morgan Stanley worth $562K as of Q2 2014.
  • Wilmington Funds Management sold 13,300 Morgan Stanley shares in Q2 2014, an estimated $410K.
  • Morgan Stanley made up 0.06% of Wilmington Funds Management's portfolio in Q2 2014, its #329 holding.
  • Wilmington Funds Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Morgan Stanley position peaked at $963K in Q4 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.