Aberdeen Asset Management’s Morgan Stanley MS Stock Holding History

Aberdeen Asset 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
2017 Q2	$35.2M	Sell	790,511 -266,878	-25%	-$11.5M	0.12%	168
2017 Q1	$45.3M	Sell	1,057,389 -14,437	-1%	-$641K	0.16%	120
2016 Q4	$45.3M	Sell	1,071,826 -39,245	-4%	-$1.48M	0.17%	104
2016 Q3	$35.6M	Buy	1,111,071 +93,147	+9%	+$2.78M	0.13%	126
2016 Q2	$26.4M	Sell	1,017,924 -12,405	-1%	-$324K	0.1%	157
2016 Q1	$25.8M	Sell	1,030,329 -27,247	-3%	-$695K	0.09%	152
2015 Q4	$34.2M	Buy	1,057,576 +45,476	+4%	+$1.51M	0.12%	116
2015 Q3	$31.9M	Sell	1,012,100 -26,068	-3%	-$949K	0.11%	113
2015 Q2	$40.3M	Sell	1,038,168 -959	-0.1%	-$36.5K	0.12%	101
2015 Q1	$37.1M	Sell	1,039,127 -76,767	-7%	-$2.75M	0.1%	114
2014 Q4	$43.3M	Sell	1,115,894 -109,324	-9%	-$3.89M	0.11%	105
2014 Q3	$42.4M	Buy	1,225,218 +434,417	+55%	+$14.5M	0.09%	130
2014 Q2	$25.6M	Buy	790,801 +644,984	+442%	+$19.9M	0.05%	194
2014 Q1	$4.54M	Sell	145,817 -700	-0.5%	-$21.6K	0.01%	201
2013 Q4	$4.56M	Hold	146,517	–	–	0.01%	196
2013 Q3	$3.95M	Sell	146,517 -13,500	-8%	-$362K	0.01%	201
2013 Q2	$3.91M	Buy	+160,017	New	+$3.79M	0.01%	195

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

Aberdeen Asset Management's MS Position: Q2 2017 in Review

Aberdeen Asset Management reduced its Morgan Stanley (MS) stake by 25% in Q2 2017, selling an estimated $11.5M and leaving 790,511 shares worth $35.2M. The position accounts for 0.12% of the portfolio, ranked #168.

Aberdeen Asset Management first reported a position in MS in Q2 2013 and has held it in 17 quarters since. The position peaked at $45.3M in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

Aberdeen Asset Management held 790,511 shares of Morgan Stanley worth $35.2M as of Q2 2017.
Aberdeen Asset Management sold 266,878 Morgan Stanley shares in Q2 2017, an estimated $11.5M.
Morgan Stanley made up 0.12% of Aberdeen Asset Management's portfolio in Q2 2017, its #168 holding.
Aberdeen Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 17 quarters since.
Aberdeen Asset Management's Morgan Stanley position peaked at $45.3M in Q1 2017.
919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Aberdeen Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.