EA
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Emerald Advisers’s Morgan Stanley MS Stock Holding History

Emerald Advisers’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
-6,744
Closed -$250K – 359
2015
Q1 		$250K Buy
6,744
+236
+4% +$8.47K 0.01% 318
2014
Q4 		$253K Buy
+6,508
New +$232K 0.01% 311
2014
Q3 		– Sell
-8,825
Closed -$285K – 391
2014
Q2 		$285K Buy
8,825
+1,332
+18% +$41.1K 0.02% 319
2014
Q1 		$234K Sell
7,493
-3,076
-29% -$95K 0.01% 334
2013
Q4 		$331K Buy
+10,569
New +$314K 0.02% 304

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 $1.47T 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 $653B AUM 32.41% 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