Boston Private Bank & Trust’s Morgan Stanley MS Stock Holding History

Boston Private Bank & Trust’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 Q1	$259K	Buy	7,259 +289	+4%	+$10.4K	0.01%	360
2014 Q4	$270K	Hold	6,970	–	–	0.01%	361
2014 Q3	$241K	Hold	6,970	–	–	0.01%	370
2014 Q2	$225K	Hold	6,970	–	–	0.01%	382
2014 Q1	$217K	Hold	6,970	–	–	0.01%	389
2013 Q4	$219K	Hold	6,970	–	–	0.01%	382
2013 Q3	$188K	Sell	6,970 -80	-1%	-$2.15K	0.01%	388
2013 Q2	$172K	Buy	+7,050	New	+$167K	0.01%	382

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Private Bank & Trust's MS Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Morgan Stanley (MS) stake by 4.1% in Q1 2015, buying an estimated $10.4K and bringing the position to 7,259 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #360.

Boston Private Bank & Trust first reported a position in MS in Q2 2013 and has held it in 8 quarters since. The position peaked at $270K in Q4 2014. 789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

Boston Private Bank & Trust held 7,259 shares of Morgan Stanley worth $259K as of Q1 2015.
Boston Private Bank & Trust bought 289 Morgan Stanley shares in Q1 2015, an estimated $10.4K.
Morgan Stanley made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #360 holding.
Boston Private Bank & Trust first reported a position in Morgan Stanley in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Morgan Stanley position peaked at $270K in Q4 2014.
789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.