Cohen Capital Management’s Morgan Stanley MS Stock Holding History

Cohen Capital 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
2017 Q2	–	Sell	-1,200	Closed	-$51K	–	210
2017 Q1	$51K	Buy	+1,200	New	+$53.2K	0.01%	173

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Cohen Capital Management's MS Position: Q2 2017 in Review

Cohen Capital Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 1,200 shares — an estimated $51K sold.

Cohen Capital Management first reported a position in MS in Q1 2017 and held it in 1 quarter. The position peaked at $51K in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

Cohen Capital Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
Cohen Capital Management sold 1,200 Morgan Stanley shares in Q2 2017, an estimated $51K.
Cohen Capital Management first reported a position in Morgan Stanley in Q1 2017 and held it in 1 quarter.
Cohen Capital Management's Morgan Stanley position peaked at $51K in Q1 2017.
919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Cohen Capital Management's 13F filing for Q2 2017, filed 12 Jul 2017.