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Aris Wealth Services’s Morgan Stanley MS Stock Holding History

Aris Wealth Services’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 		$2K Hold
61
– – ﹤0.01% 327
2015
Q2 		$2K Hold
61
– – ﹤0.01% 465
2015
Q1 		$2K Buy
+61
New +$2.19K ﹤0.01% 479

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 $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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

Aris Wealth Services's MS Position: Q3 2015 in Review

Aris Wealth Services held its Morgan Stanley (MS) position steady in Q3 2015 at 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Aris Wealth Services first reported a position in MS in Q1 2015 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • Aris Wealth Services held 61 shares of Morgan Stanley worth $2K as of Q3 2015.
  • Aris Wealth Services left its Morgan Stanley share count unchanged in Q3 2015.
  • Morgan Stanley made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #327 holding.
  • Aris Wealth Services first reported a position in Morgan Stanley in Q1 2015 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.