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Aviance Capital Management’s Morgan Stanley MS Stock Holding History

Aviance Capital 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
2015
Q2 		– Sell
-40,847
Closed -$1.46M – 172
2015
Q1 		$1.46M Sell
40,847
-36,327
-47% -$1.3M 0.05% 129
2014
Q4 		$2.99M Buy
77,174
+32,903
+74% +$1.17M 0.11% 114
2014
Q3 		$1.53M Sell
44,271
-1,441
-3% -$48K 0.06% 155
2014
Q2 		$1.48M Sell
45,712
-28,866
-39% -$890K 0.06% 138
2014
Q1 		$2.33M Buy
74,578
+63,471
+571% +$1.96M 0.12% 99
2013
Q4 		$348K Buy
11,107
+34
+0.3% +$1.01K 0.19% 96
2013
Q3 		$298K Buy
11,073
+92
+0.8% +$2.47K 0.17% 103
2013
Q2 		$268K Buy
+10,981
New +$260K 0.15% 116

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aviance Capital Management's MS Position: Q2 2015 in Review

Aviance Capital Management sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 40,847 shares — an estimated $1.46M sold.

Aviance Capital Management first reported a position in MS in Q2 2013 and held it in 8 quarters. The position peaked at $2.99M in Q4 2014. 811 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • Aviance Capital Management reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
  • Aviance Capital Management sold 40,847 Morgan Stanley shares in Q2 2015, an estimated $1.46M.
  • Aviance Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 8 quarters.
  • Aviance Capital Management's Morgan Stanley position peaked at $2.99M in Q4 2014.
  • 811 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on Aviance Capital Management's 13F filing for Q2 2015, filed 31 Jul 2015.