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

Edmond de Rothschild (Suisse)’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
Q3 		$18K Buy
+570
New +$17K 0.01% 394

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s MS Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) opened a new position in Morgan Stanley (MS) in Q3 2016: 570 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings.

783 funds tracked by Wall St. Rank hold MS as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 570 shares of Morgan Stanley worth $18K as of Q3 2016.
  • Morgan Stanley was a new Edmond de Rothschild (Suisse) position in Q3 2016.
  • Morgan Stanley made up 0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #394 holding.
  • 783 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.