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Edgemoor Investment Advisors’s Morgan Stanley MS Stock Holding History

Edgemoor Investment Advisors’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
-29,715
Closed -$936K – 139
2015
Q3 		$936K Buy
+29,715
New +$1.08M 0.14% 90

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Vanguard Group
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JP Morgan Chase
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LTI
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgemoor Investment Advisors's MS Position: Q4 2015 in Review

Edgemoor Investment Advisors sold out of Morgan Stanley (MS) in Q4 2015, closing a stake of 29,715 shares — an estimated $936K sold.

Edgemoor Investment Advisors first reported a position in MS in Q3 2015 and held it in 1 quarter. The position peaked at $936K in Q3 2015. 814 funds tracked by Wall St. Rank hold MS as of Q4 2015.

  • Edgemoor Investment Advisors reported no remaining Morgan Stanley position as of Q4 2015 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 29,715 Morgan Stanley shares in Q4 2015, an estimated $936K.
  • Edgemoor Investment Advisors first reported a position in Morgan Stanley in Q3 2015 and held it in 1 quarter.
  • Edgemoor Investment Advisors's Morgan Stanley position peaked at $936K in Q3 2015.
  • 814 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.