Edinburgh Partners’s Morgan Stanley MS Stock Holding History

Edinburgh 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 Q2	–	Sell	-1,062	Closed	-$45K	–	36
2017 Q1	$45K	Hold	1,062	–	–	0.01%	33
2016 Q4	$45K	Hold	1,062	–	–	0.01%	37
2016 Q3	$34K	Hold	1,062	–	–	0.01%	38
2016 Q2	$28K	Hold	1,062	–	–	﹤0.01%	38
2016 Q1	$27K	Hold	1,062	–	–	﹤0.01%	38
2015 Q4	$34K	Hold	1,062	–	–	﹤0.01%	37
2015 Q3	$33K	Hold	1,062	–	–	﹤0.01%	34
2015 Q2	$41K	Hold	1,062	–	–	﹤0.01%	34
2015 Q1	$38K	Hold	1,062	–	–	﹤0.01%	34
2014 Q4	$41K	Buy	+1,062	New	+$37.8K	﹤0.01%	33

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

BlackRock New York $5.72T AUM 30.48% 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

Edinburgh Partners's MS Position: Q2 2017 in Review

Edinburgh Partners sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 1,062 shares — an estimated $45K sold.

Edinburgh Partners first reported a position in MS in Q4 2014 and held it in 10 quarters. The position peaked at $45K in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

Edinburgh Partners reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
Edinburgh Partners sold 1,062 Morgan Stanley shares in Q2 2017, an estimated $45K.
Edinburgh Partners first reported a position in Morgan Stanley in Q4 2014 and held it in 10 quarters.
Edinburgh Partners's Morgan Stanley position peaked at $45K in Q1 2017.
919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Edinburgh Partners's 13F filing for Q2 2017, filed 4 Aug 2017.