Campbell Newman Asset Management’s Morgan Stanley MS Stock Holding History

Campbell Newman 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
2016 Q4	–	Sell	-6,244	Closed	-$200K	–	116
2016 Q3	$200K	Buy	+6,244	New	+$186K	0.04%	105
2015 Q3	–	Sell	-6,244	Closed	-$242K	–	88
2015 Q2	$242K	Hold	6,244	–	–	0.05%	84
2015 Q1	$223K	Hold	6,244	–	–	0.04%	83
2014 Q4	$242K	Hold	6,244	–	–	0.04%	86
2014 Q3	$216K	Hold	6,244	–	–	0.04%	89
2014 Q2	$202K	Buy	+6,244	New	+$193K	0.04%	90

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

BIT

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

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

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

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

Campbell Newman Asset Management's MS Position: Q4 2016 in Review

Campbell Newman Asset Management sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 6,244 shares — an estimated $200K sold.

Campbell Newman Asset Management first reported a position in MS in Q2 2014 and held it in 6 quarters. The position peaked at $242K in Q2 2015. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

Campbell Newman Asset Management reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
Campbell Newman Asset Management sold 6,244 Morgan Stanley shares in Q4 2016, an estimated $200K.
Campbell Newman Asset Management first reported a position in Morgan Stanley in Q2 2014 and held it in 6 quarters.
Campbell Newman Asset Management's Morgan Stanley position peaked at $242K in Q2 2015.
890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on Campbell Newman Asset Management's 13F filing for Q4 2016, filed 18 Jan 2017.