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BB&T Investment Services’s Morgan Stanley MS Stock Holding History

BB&T Investment Services’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
Q4 		$156K Buy
2,968
+313
+12% +$15.8K 0.03% 329
2017
Q3 		$127K Buy
2,655
+1,646
+163% +$76.3K 0.03% 329
2017
Q2 		$45K Sell
1,009
-21
-2% -$906 0.01% 492
2017
Q1 		$44K Buy
1,030
+1,026
+25,650% +$45.5K 0.02% 399
2016
Q4 		$0 Buy
+4
New +$151 ﹤0.01% 793

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

BB&T Investment Services's MS Position: Q4 2017 in Review

BB&T Investment Services increased its Morgan Stanley (MS) stake by 12% in Q4 2017, buying an estimated $15.8K and bringing the position to 2,968 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #329.

BB&T Investment Services first reported a position in MS in Q4 2016 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • BB&T Investment Services held 2,968 shares of Morgan Stanley worth $156K as of Q4 2017.
  • BB&T Investment Services bought 313 Morgan Stanley shares in Q4 2017, an estimated $15.8K.
  • Morgan Stanley made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #329 holding.
  • BB&T Investment Services first reported a position in Morgan Stanley in Q4 2016 and has held it in 5 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.