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Bruderman Asset Management’s Morgan Stanley MS Stock Holding History

Bruderman Asset Management’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
2019
Q2 		– Sell
-336
Closed -$14K – 392
2019
Q1 		$14K Hold
336
– – ﹤0.01% 402
2018
Q4 		$13K Buy
+336
New +$14.7K ﹤0.01% 400
2016
Q4 		– Sell
-447
Closed -$14K – 385
2016
Q3 		$14K Buy
+447
New +$13.3K ﹤0.01% 308

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Bruderman Asset Management's MS Position: Q2 2019 in Review

Bruderman Asset Management sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 336 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in MS in Q3 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Bruderman Asset Management reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 336 Morgan Stanley shares in Q2 2019, an estimated $14K.
  • Bruderman Asset Management first reported a position in Morgan Stanley in Q3 2016 and held it in 3 quarters.
  • Bruderman Asset Management's Morgan Stanley position peaked at $14K in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.