AWA
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AmeriServ Wealth Advisors’s Morgan Stanley MS Stock Holding History

AmeriServ Wealth Advisors’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 		– Sell
-22,230
Closed -$863K – 123
2015
Q2 		$863K Sell
22,230
-200
-0.9% -$7.61K 1% 21
2015
Q1 		$801K Sell
22,430
-2,175
-9% -$78K 0.92% 27
2014
Q4 		$954K Buy
24,605
+1,294
+6% +$46K 0.92% 18
2014
Q3 		$805K Hold
23,311
– – 1.39% 15
2014
Q2 		$753K Sell
23,311
-1,150
-5% -$35.5K 0.81% 31
2014
Q1 		$763K Sell
24,461
-174
-0.7% -$5.38K 0.77% 40
2013
Q4 		$773K Sell
24,635
-550
-2% -$16.4K 0.46% 64
2013
Q3 		$679K Sell
25,185
-25
-0.1% -$671 0.43% 71
2013
Q2 		$616K Buy
+25,210
New +$598K 0.4% 75

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.47T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return