AIM
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Assured Investment Management’s Morgan Stanley MS Stock Holding History

Assured Investment Management’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
2014
Q1 		– Sell
-250,000
Closed -$7.84M – 276
2013
Q4 		$7.84M Buy
250,000
+247,500
+9,900% +$7.36M 0.14% 129
2013
Q3 		$296K Buy
+2,500
New +$67.1K 0.01% 176

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Assured Investment Management's MS Position: Q2 2019 in Review

Assured Investment Management sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 3,585 shares — an estimated $151K sold.

Assured Investment Management first reported a position in MS in Q1 2014 and held it in 15 quarters. The position peaked at $7.01M in Q1 2014. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Assured Investment Management reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 3,585 Morgan Stanley shares in Q2 2019, an estimated $151K.
  • Assured Investment Management first reported a position in Morgan Stanley in Q1 2014 and held it in 15 quarters.
  • Assured Investment Management's Morgan Stanley position peaked at $7.01M in Q1 2014.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.