WS Management’s Morgan Stanley MS Stock Holding History

WS 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 Q4	–	Sell	-500,000	Closed	-$17.3M	–	89
2014 Q3	$17.3M	Buy	+500,000	New	+$16.7M	0.55%	42

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

WS Management's MS Position: Q4 2017 in Review

WS Management sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 919,900 shares — an estimated $44.3M sold.

WS Management first reported a position in MS in Q2 2013 and held it in 18 quarters. The position peaked at $44.3M in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

WS Management reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
WS Management sold 919,900 Morgan Stanley shares in Q4 2017, an estimated $44.3M.
WS Management first reported a position in Morgan Stanley in Q2 2013 and held it in 18 quarters.
WS Management's Morgan Stanley position peaked at $44.3M in Q3 2017.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on WS Management's 13F filing for Q4 2017, filed 13 Feb 2018.