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BHF Kleinwort Benson Group’s Morgan Stanley MS Stock Holding History

BHF Kleinwort Benson 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
2015
Q3 		– Sell
-48,030
Closed -$1.86M – 456
2015
Q2 		$1.86M Hold
48,030
– – 0.06% 231
2015
Q1 		$1.71M Buy
+48,030
New +$1.72M 0.05% 220
2014
Q4 		– Sell
-2,530
Closed -$69K – 499
2014
Q3 		$69K Hold
2,530
– – ﹤0.01% 458
2014
Q2 		$59K Sell
2,530
-276
-10% -$8.51K ﹤0.01% 471
2014
Q1 		$77K Buy
2,806
+2,530
+917% +$78.2K ﹤0.01% 471
2013
Q4 		$9K Hold
276
– – ﹤0.01% 280
2013
Q3 		$7K Hold
276
– – ﹤0.01% 282
2013
Q2 		$6K Buy
+276
New +$6.55K ﹤0.01% 275

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
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

BHF Kleinwort Benson Group's MS Position: Q3 2015 in Review

BHF Kleinwort Benson Group sold out of Morgan Stanley (MS) in Q3 2015, closing a stake of 48,030 shares — an estimated $1.86M sold.

BHF Kleinwort Benson Group first reported a position in MS in Q2 2013 and held it in 8 quarters. The position peaked at $1.86M in Q2 2015. 804 funds tracked by Wall St. Rank hold MS as of Q3 2015.

  • BHF Kleinwort Benson Group reported no remaining Morgan Stanley position as of Q3 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 48,030 Morgan Stanley shares in Q3 2015, an estimated $1.86M.
  • BHF Kleinwort Benson Group first reported a position in Morgan Stanley in Q2 2013 and held it in 8 quarters.
  • BHF Kleinwort Benson Group's Morgan Stanley position peaked at $1.86M in Q2 2015.
  • 804 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q3 2015, filed 13 Nov 2015.