BIG
MS icon

Bellwether Investment Group’s Morgan Stanley MS Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-2,249
Closed -$96K – 406
2017
Q1 		$96K Hold
2,249
– – 0.25% 94
2016
Q4 		$95K Buy
+2,249
New +$85K 0.09% 205
2016
Q2 		$61K Buy
+2,332
New +$61K 0.07% 221

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Bellwether Investment Group's MS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 2,249 shares — an estimated $96K sold.

Bellwether Investment Group first reported a position in MS in Q2 2016 and held it in 3 quarters. The position peaked at $96K in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,249 Morgan Stanley shares in Q2 2017, an estimated $96K.
  • Bellwether Investment Group first reported a position in Morgan Stanley in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Morgan Stanley position peaked at $96K in Q1 2017.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.