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Baltimore-Washington Financial Advisors’s Morgan Stanley MS Stock Holding History

Baltimore-Washington Financial Advisors’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
Q4 		– Sell
-57
Closed -$2K – 294
2014
Q3 		$2K Buy
+57
New +$1.9K ﹤0.01% 263

Other funds holding MS

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State Street
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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

Baltimore-Washington Financial Advisors's MS Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 57 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in MS in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 57 Morgan Stanley shares in Q4 2014, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in Morgan Stanley in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Morgan Stanley position peaked at $2K in Q3 2014.
  • 791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.