Burgundy Asset Management’s Morgan Stanley MS Stock Holding History

Burgundy 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
2018 Q1	–	Sell	-36,047	Closed	-$1.89M	–	99
2017 Q4	$1.89M	Hold	36,047	–	–	0.02%	91
2017 Q3	$1.74M	Hold	36,047	–	–	0.02%	94
2017 Q2	$1.61M	Hold	36,047	–	–	0.02%	97
2017 Q1	$1.54M	Hold	36,047	–	–	0.02%	96
2016 Q4	$1.52M	Hold	36,047	–	–	0.01%	98
2016 Q3	$1.16M	Hold	36,047	–	–	0.01%	101
2016 Q2	$937K	Hold	36,047	–	–	0.01%	106
2016 Q1	$902K	Hold	36,047	–	–	0.01%	105
2015 Q4	$1.15M	Hold	36,047	–	–	0.01%	99
2015 Q3	$1.14M	Hold	36,047	–	–	0.01%	98
2015 Q2	$1.4M	Hold	36,047	–	–	0.02%	90
2015 Q1	$1.29M	Hold	36,047	–	–	0.01%	91
2014 Q4	$1.4M	Hold	36,047	–	–	0.02%	88
2014 Q3	$1.25M	Buy	36,047 +6,476	+22%	+$216K	0.02%	90
2014 Q2	$956K	Buy	29,571 +9,877	+50%	+$305K	0.01%	95
2014 Q1	$614K	Hold	19,694	–	–	0.01%	102
2013 Q4	$618K	Hold	19,694	–	–	0.01%	103
2013 Q3	$531K	Hold	19,694	–	–	0.01%	99
2013 Q2	$481K	Buy	+19,694	New	+$467K	0.01%	105

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Burgundy Asset Management's MS Position: Q1 2018 in Review

Burgundy Asset Management sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 36,047 shares — an estimated $1.89M sold.

Burgundy Asset Management first reported a position in MS in Q2 2013 and held it in 19 quarters. The position peaked at $1.89M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

Burgundy Asset Management reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
Burgundy Asset Management sold 36,047 Morgan Stanley shares in Q1 2018, an estimated $1.89M.
Burgundy Asset Management first reported a position in Morgan Stanley in Q2 2013 and held it in 19 quarters.
Burgundy Asset Management's Morgan Stanley position peaked at $1.89M in Q4 2017.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Burgundy Asset Management's 13F filing for Q1 2018, filed 11 May 2018.