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Concert Wealth Management’s Morgan Stanley MS Stock Holding History

Concert Wealth 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
-20,439
Closed -$857K – 331
2017
Q1 		$857K Sell
20,439
-1
-0% -$44 0.19% 151
2016
Q4 		$858K Sell
20,440
-10,776
-35% -$407K 0.19% 159
2016
Q3 		$999K Buy
31,216
+1,875
+6% +$55.9K 0.12% 220
2016
Q2 		$763K Buy
29,341
+7,151
+32% +$187K 0.1% 254
2016
Q1 		$564K Sell
22,190
-22,908
-51% -$585K 0.08% 327
2015
Q4 		$1.44M Buy
45,098
+4,769
+12% +$158K 0.19% 130
2015
Q3 		$1.28M Buy
40,329
+1,174
+3% +$42.7K 0.17% 146
2015
Q2 		$1.52M Buy
39,155
+15,077
+63% +$574K 0.2% 132
2015
Q1 		$526K Buy
24,078
+1,444
+6% +$51.8K 0.15% 193
2014
Q4 		$877K Buy
22,634
+6,082
+37% +$216K 0.13% 203
2014
Q3 		$564K Sell
16,552
-365
-2% -$12.2K 0.08% 240
2014
Q2 		$523K Sell
16,917
-189
-1% -$5.83K 0.06% 266
2014
Q1 		$526K Sell
17,106
-2,469
-13% -$76.3K 0.07% 260
2013
Q4 		$613K Buy
19,575
+3,032
+18% +$90.1K 0.08% 216
2013
Q3 		$444K Buy
16,543
+3,690
+29% +$99K 0.06% 275
2013
Q2 		$313K Buy
+12,853
New +$305K 0.05% 331

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Concert Wealth Management's MS Position: Q2 2017 in Review

Concert Wealth Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 20,439 shares — an estimated $857K sold.

Concert Wealth Management first reported a position in MS in Q2 2013 and held it in 16 quarters. The position peaked at $1.52M in Q2 2015. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Concert Wealth Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 20,439 Morgan Stanley shares in Q2 2017, an estimated $857K.
  • Concert Wealth Management first reported a position in Morgan Stanley in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Morgan Stanley position peaked at $1.52M in Q2 2015.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.