Cornerstone Financial Partners’s Morgan Stanley MS Stock Holding History

Cornerstone Financial Partners’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 Q4	$4.33M	Buy	82,360 +6,165	+8%	+$312K	1.41%	23
2017 Q3	$3.67M	Sell	76,195 -5,172	-6%	-$240K	1.39%	17
2017 Q2	$3.62M	Buy	81,367 +5,672	+7%	+$245K	1.42%	18
2017 Q1	$3.24M	Buy	75,695 +14,513	+24%	+$644K	1.08%	25
2016 Q4	$2.59M	Sell	61,182 -17,210	-22%	-$651K	0.83%	34
2016 Q3	$2.51M	Buy	78,392 +3,028	+4%	+$90.3K	0.88%	35
2016 Q2	$1.96M	Buy	+75,364	New	+$1.97M	0.7%	36
2016 Q1	–	Sell	-36,057	Closed	-$1.15M	–	167
2015 Q4	$1.15M	Buy	+36,057	New	+$1.2M	0.43%	68

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 $865B AUM 30.76% 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 $1.56T 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

Cornerstone Financial Partners's MS Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Morgan Stanley (MS) stake by 8.1% in Q4 2017, buying an estimated $312K and bringing the position to 82,360 shares worth $4.33M. The position accounts for 1.41% of the portfolio, ranked #23.

Cornerstone Financial Partners first reported a position in MS in Q4 2015 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

Cornerstone Financial Partners held 82,360 shares of Morgan Stanley worth $4.33M as of Q4 2017.
Cornerstone Financial Partners bought 6,165 Morgan Stanley shares in Q4 2017, an estimated $312K.
Morgan Stanley made up 1.41% of Cornerstone Financial Partners's portfolio in Q4 2017, its #23 holding.
Cornerstone Financial Partners first reported a position in Morgan Stanley in Q4 2015 and has held it in 8 quarters since.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.