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Dominick & Dominick’s Morgan Stanley MS Stock Holding History

Dominick & Dominick’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
2014
Q4 		$974K Buy
25,095
+201
+0.8% +$7.15K 0.5% 73
2014
Q3 		$861K Buy
24,894
+640
+3% +$21.3K 0.41% 74
2014
Q2 		$784K Sell
24,254
-1,878
-7% -$57.9K 0.38% 79
2014
Q1 		$815K Buy
26,132
+8,092
+45% +$250K 0.4% 83
2013
Q4 		$566K Sell
18,040
-342
-2% -$10.2K 0.27% 104
2013
Q3 		$495K Sell
18,382
-8,435
-31% -$226K 0.27% 102
2013
Q2 		$655K Buy
+26,817
New +$636K 0.38% 82

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dominick & Dominick's MS Position: Q4 2014 in Review

Dominick & Dominick increased its Morgan Stanley (MS) stake by 0.81% in Q4 2014, buying an estimated $7.15K and bringing the position to 25,095 shares worth $974K. The position accounts for 0.5% of the portfolio, ranked #73.

Dominick & Dominick first reported a position in MS in Q2 2013 and has held it in 7 quarters since. 790 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Dominick & Dominick held 25,095 shares of Morgan Stanley worth $974K as of Q4 2014.
  • Dominick & Dominick bought 201 Morgan Stanley shares in Q4 2014, an estimated $7.15K.
  • Morgan Stanley made up 0.5% of Dominick & Dominick's portfolio in Q4 2014, its #73 holding.
  • Dominick & Dominick first reported a position in Morgan Stanley in Q2 2013 and has held it in 7 quarters since.
  • 790 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.