BIM
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Barton Investment Management’s Morgan Stanley MS Stock Holding History

Barton Investment 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
2016
Q1 		– Sell
-722
Closed -$23K – 81
2015
Q4 		$23K Buy
+722
New +$24K 0.01% 76

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barton Investment Management's MS Position: Q1 2016 in Review

Barton Investment Management sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 722 shares — an estimated $23K sold.

Barton Investment Management first reported a position in MS in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Barton Investment Management reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 722 Morgan Stanley shares in Q1 2016, an estimated $23K.
  • Barton Investment Management first reported a position in Morgan Stanley in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's Morgan Stanley position peaked at $23K in Q4 2015.
  • 765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.