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Adirondack Funds’s Morgan Stanley MS Stock Holding History

Adirondack Funds’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
2015
Q3 		$457K Buy
+14,500
New +$528K 0.18% 81

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adirondack Funds's MS Position: Q3 2015 in Review

Adirondack Funds opened a new position in Morgan Stanley (MS) in Q3 2015: 14,500 shares worth $457K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings.

804 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • Adirondack Funds held 14,500 shares of Morgan Stanley worth $457K as of Q3 2015.
  • Morgan Stanley was a new Adirondack Funds position in Q3 2015.
  • Morgan Stanley made up 0.18% of Adirondack Funds's portfolio in Q3 2015, its #81 holding.
  • 804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Adirondack Funds's 13F filing for Q3 2015, filed 10 Nov 2015.