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Banyan Partners’s Morgan Stanley MS Stock Holding History

Banyan Partners’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
Q3 		$4.38M Sell
126,572
-2,054
-2% -$68.4K 0.37% 74
2014
Q2 		$4.16M Buy
128,626
+9,223
+8% +$284K 0.35% 77
2014
Q1 		$3.72M Buy
119,403
+93,021
+353% +$2.87M 0.32% 82
2013
Q4 		$827K Buy
26,382
+17,695
+204% +$526K 0.06% 255
2013
Q3 		$234K Buy
+8,687
New +$233K 0.02% 302

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 $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Banyan Partners's MS Position: Q3 2014 in Review

Banyan Partners reduced its Morgan Stanley (MS) stake by 1.6% in Q3 2014, selling an estimated $68.4K and leaving 126,572 shares worth $4.38M. The position accounts for 0.37% of the portfolio, ranked #74.

Banyan Partners first reported a position in MS in Q3 2013 and has held it in 5 quarters since. 732 funds tracked by Wall St. Rank hold MS as of Q3 2014.

  • Banyan Partners held 126,572 shares of Morgan Stanley worth $4.38M as of Q3 2014.
  • Banyan Partners sold 2,054 Morgan Stanley shares in Q3 2014, an estimated $68.4K.
  • Morgan Stanley made up 0.37% of Banyan Partners's portfolio in Q3 2014, its #74 holding.
  • Banyan Partners first reported a position in Morgan Stanley in Q3 2013 and has held it in 5 quarters since.
  • 732 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.