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Butensky & Cohen Financial Security’s Morgan Stanley MS Stock Holding History

Butensky & Cohen Financial Security’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
2016
Q1 		– Sell
-51
Closed -$2K – 173
2015
Q4 		$2K Hold
51
– – ﹤0.01% 174
2015
Q3 		$2K Hold
51
– – ﹤0.01% 173
2015
Q2 		$2K Buy
+51
New +$1.94K ﹤0.01% 127

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Butensky & Cohen Financial Security's MS Position: Q1 2016 in Review

Butensky & Cohen Financial Security sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 51 shares — an estimated $2K sold.

Butensky & Cohen Financial Security first reported a position in MS in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Butensky & Cohen Financial Security reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 51 Morgan Stanley shares in Q1 2016, an estimated $2K.
  • Butensky & Cohen Financial Security first reported a position in Morgan Stanley in Q2 2015 and held it in 3 quarters.
  • Butensky & Cohen Financial Security's Morgan Stanley position peaked at $2K in Q4 2015.
  • 765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q1 2016, filed 19 Apr 2016.