Douglas C. Lane & Associates’s Morgan Stanley MS Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	–	Sell	-7,273	Closed	-$229K	–	235
2015 Q3	$229K	Buy	7,273 +912	+14%	+$33.2K	0.01%	216
2015 Q2	$247K	Buy	6,361 +7	+0.1%	+$266	0.01%	209
2015 Q1	$227K	Sell	6,354 -669	-10%	-$24K	0.01%	213
2014 Q4	$273K	Sell	7,023 -1,006	-13%	-$35.8K	0.01%	202
2014 Q3	$278K	Sell	8,029 -2,595	-24%	-$86.5K	0.01%	193
2014 Q2	$343K	Buy	10,624 +2,457	+30%	+$75.8K	0.01%	178
2014 Q1	$255K	Buy	+8,167	New	+$252K	0.01%	185

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Douglas C. Lane & Associates's MS Position: Q4 2015 in Review

Douglas C. Lane & Associates sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 7,273 shares — an estimated $229K sold.

Douglas C. Lane & Associates first reported a position in MS in Q1 2014 and held it in 7 quarters. The position peaked at $343K in Q2 2014. 815 funds tracked by Wall St. Rank hold MS as of Q4 2015.

Douglas C. Lane & Associates reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
Douglas C. Lane & Associates sold 7,273 Morgan Stanley shares in Q4 2015, an estimated $229K.
Douglas C. Lane & Associates first reported a position in Morgan Stanley in Q1 2014 and held it in 7 quarters.
Douglas C. Lane & Associates's Morgan Stanley position peaked at $343K in Q2 2014.
815 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.