BRF
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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
-25,000
Closed -$1.06M – 156
2016
Q4 		$1.06M Hold
25,000
– – 0.7% 42
2016
Q3 		$802K Buy
+25,000
New +$746K 0.51% 43
2016
Q1 		– Sell
-47,000
Closed -$1.5M – 137
2015
Q4 		$1.5M Buy
+47,000
New +$1.56M 1.08% 27

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
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.