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Ambs Investment Counsel’s Morgan Stanley MS Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$2.85M Sell
105,875
-42,615
-29% -$1.14M 1.71% 36
2013
Q2 		$3.63M Buy
+148,490
New +$3.52M 1.66% 33

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ambs Investment Counsel's MS Position: Q3 2013 in Review

Ambs Investment Counsel reduced its Morgan Stanley (MS) stake by 29% in Q3 2013, selling an estimated $1.14M and leaving 105,875 shares worth $2.85M. The position accounts for 1.71% of the portfolio, ranked #36.

Ambs Investment Counsel first reported a position in MS in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.63M in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • Ambs Investment Counsel held 105,875 shares of Morgan Stanley worth $2.85M as of Q3 2013.
  • Ambs Investment Counsel sold 42,615 Morgan Stanley shares in Q3 2013, an estimated $1.14M.
  • Morgan Stanley made up 1.71% of Ambs Investment Counsel's portfolio in Q3 2013, its #36 holding.
  • Ambs Investment Counsel first reported a position in Morgan Stanley in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's Morgan Stanley position peaked at $3.63M in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.