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Wilmington Trust Investment Management’s Morgan Stanley MS Stock Holding History

Wilmington Trust Investment 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 		$394K Sell
12,194
-2,100
-15% -$64.7K 0.08% 185
2014
Q1 		$446K Sell
14,294
-12,500
-47% -$386K 0.09% 176
2013
Q4 		$840K Hold
26,794
– – 0.17% 102
2013
Q3 		$722K Sell
26,794
-2,500
-9% -$67.1K 0.15% 112
2013
Q2 		$716K Buy
+29,294
New +$695K 0.15% 110

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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 Trust Investment Management's MS Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2014, selling an estimated $64.7K and leaving 12,194 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #185.

Wilmington Trust Investment Management first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $840K in Q4 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Wilmington Trust Investment Management held 12,194 shares of Morgan Stanley worth $394K as of Q2 2014.
  • Wilmington Trust Investment Management sold 2,100 Morgan Stanley shares in Q2 2014, an estimated $64.7K.
  • Morgan Stanley made up 0.08% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #185 holding.
  • Wilmington Trust Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Morgan Stanley position peaked at $840K in Q4 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

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