B. Riley Financial’s Morgan Stanley MS Stock Holding History

B. Riley Financial’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
2017 Q1	–	Sell	-11,000	Closed	-$465K	–	155
2016 Q4	$465K	Buy	+11,000	New	+$416K	0.31%	69

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

B. Riley Financial's MS Position: Q1 2017 in Review

B. Riley Financial sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 11,000 shares — an estimated $465K sold.

B. Riley Financial first reported a position in MS in Q4 2016 and held it in 1 quarter. The position peaked at $465K in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

B. Riley Financial reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
B. Riley Financial sold 11,000 Morgan Stanley shares in Q1 2017, an estimated $465K.
B. Riley Financial first reported a position in Morgan Stanley in Q4 2016 and held it in 1 quarter.
B. Riley Financial's Morgan Stanley position peaked at $465K in Q4 2016.
921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on B. Riley Financial's 13F filing for Q1 2017, filed 11 May 2017.