WCM
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Winton Capital Management’s Morgan Stanley MS Stock Holding History

Winton Capital 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
Q1 		$14.4M Buy
461,071
+258,991
+128% +$8M 0.1% 301
2013
Q4 		$6.34M Buy
202,080
+173,980
+619% +$5.17M 0.06% 356
2013
Q3 		$757K Buy
28,100
+3,154
+13% +$84.6K 0.01% 550
2013
Q2 		$609K Buy
+24,946
New +$592K 0.01% 582

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Winton Capital Management's MS Position: Q1 2014 in Review

Winton Capital Management increased its Morgan Stanley (MS) stake by 128% in Q1 2014, buying an estimated $8M and bringing the position to 461,071 shares worth $14.4M. The position accounts for 0.1% of the portfolio, ranked #301.

Winton Capital Management first reported a position in MS in Q2 2013 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Winton Capital Management held 461,071 shares of Morgan Stanley worth $14.4M as of Q1 2014.
  • Winton Capital Management bought 258,991 Morgan Stanley shares in Q1 2014, an estimated $8M.
  • Morgan Stanley made up 0.1% of Winton Capital Management's portfolio in Q1 2014, its #301 holding.
  • Winton Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.