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Edmond de Rothschild (Europe)’s Morgan Stanley MS Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q1 		– Sell
-13,490
Closed -$429K – 256
2015
Q4 		$429K Hold
13,490
– – 0.19% 84
2015
Q3 		$425K Hold
13,490
– – 0.2% 86
2015
Q2 		$523K Buy
+13,490
New +$513K 0.17% 97

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edmond de Rothschild (Europe)'s MS Position: Q1 2016 in Review

Edmond de Rothschild (Europe) sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 13,490 shares — an estimated $429K sold.

Edmond de Rothschild (Europe) first reported a position in MS in Q2 2015 and held it in 3 quarters. The position peaked at $523K in Q2 2015. 765 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Edmond de Rothschild (Europe) reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Edmond de Rothschild (Europe) sold 13,490 Morgan Stanley shares in Q1 2016, an estimated $429K.
  • Edmond de Rothschild (Europe) first reported a position in Morgan Stanley in Q2 2015 and held it in 3 quarters.
  • Edmond de Rothschild (Europe)'s Morgan Stanley position peaked at $523K in Q2 2015.
  • 765 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q1 2016, filed 12 May 2016.