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Bray Capital Advisors’s Morgan Stanley MS Stock Holding History

Bray Capital Advisors’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
Q4 		– Sell
-1,550
Closed -$49K – 238
2015
Q3 		$49K Sell
1,550
-150
-9% -$5.46K 0.03% 212
2015
Q2 		$66K Buy
+1,700
New +$64.7K 0.04% 204

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bray Capital Advisors's MS Position: Q4 2015 in Review

Bray Capital Advisors sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 1,550 shares — an estimated $49K sold.

Bray Capital Advisors first reported a position in MS in Q2 2015 and held it in 2 quarters. The position peaked at $66K in Q2 2015. 814 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Bray Capital Advisors reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 1,550 Morgan Stanley shares in Q4 2015, an estimated $49K.
  • Bray Capital Advisors first reported a position in Morgan Stanley in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's Morgan Stanley position peaked at $66K in Q2 2015.
  • 814 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.