EAMA
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EFG Asset Management (Americas)’s Morgan Stanley MS Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-335
Closed -$12K – 131
2015
Q1 		$12K Hold
335
– – 0.01% 135
2014
Q4 		$13K Buy
+335
New +$11.9K 0.01% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EFG Asset Management (Americas)'s MS Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 335 shares — an estimated $12K sold.

EFG Asset Management (Americas) first reported a position in MS in Q4 2014 and held it in 2 quarters. The position peaked at $13K in Q4 2014. 810 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • EFG Asset Management (Americas) reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 335 Morgan Stanley shares in Q2 2015, an estimated $12K.
  • EFG Asset Management (Americas) first reported a position in Morgan Stanley in Q4 2014 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Morgan Stanley position peaked at $13K in Q4 2014.
  • 810 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.