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Wilmington Trust’s Morgan Stanley MS Stock Holding History

Wilmington 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
2014
Q2 		$3.08M Sell
95,245
-3,956
-4% -$122K 0.05% 205
2014
Q1 		$3.09M Sell
99,201
-5,731
-5% -$177K 0.05% 199
2013
Q4 		$3.29M Sell
104,932
-5,299
-5% -$158K 0.06% 194
2013
Q3 		$2.97M Sell
110,231
-24,963
-18% -$670K 0.05% 198
2013
Q2 		$3.3M Buy
+135,194
New +$3.21M 0.07% 177

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 Trust's MS Position: Q2 2014 in Review

Wilmington Trust reduced its Morgan Stanley (MS) stake by 4% in Q2 2014, selling an estimated $122K and leaving 95,245 shares worth $3.08M. The position accounts for 0.05% of the portfolio, ranked #205.

Wilmington Trust first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.3M in Q2 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Wilmington Trust held 95,245 shares of Morgan Stanley worth $3.08M as of Q2 2014.
  • Wilmington Trust sold 3,956 Morgan Stanley shares in Q2 2014, an estimated $122K.
  • Morgan Stanley made up 0.05% of Wilmington Trust's portfolio in Q2 2014, its #205 holding.
  • Wilmington Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Morgan Stanley position peaked at $3.3M in Q2 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

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