ACN
MS icon

Advisor Consultant Network’s Morgan Stanley MS Stock Holding History

Advisor Consultant Network’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
2016
Q3 		$798K Buy
+24,920
New +$743K 0.11% 120

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
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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisor Consultant Network's MS Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in Morgan Stanley (MS) in Q3 2016: 24,920 shares worth $798K. The stake represents 0.11% of the portfolio and ranks #120 among its holdings.

785 funds tracked by Wall St. Rank hold MS as of Q3 2016.

  • Advisor Consultant Network held 24,920 shares of Morgan Stanley worth $798K as of Q3 2016.
  • Morgan Stanley was a new Advisor Consultant Network position in Q3 2016.
  • Morgan Stanley made up 0.11% of Advisor Consultant Network's portfolio in Q3 2016, its #120 holding.
  • 785 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.