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Fiduciary Trust International of Pennsylvania’s Morgan Stanley MS Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$1.23M Buy
36,103
+635
+2% +$29.9K 0.06% 192
2019
Q4 		$1.81M Sell
35,468
-315
-0.9% -$14.9K 0.07% 173
2019
Q3 		$1.53M Sell
35,783
-900
-2% -$38.5K 0.06% 204
2019
Q2 		$1.61M Sell
36,683
-400
-1% -$17.8K 0.07% 202
2019
Q1 		$1.56M Sell
37,083
-300
-0.8% -$12.6K 0.07% 181
2018
Q4 		$1.48M Sell
37,383
-4,939
-12% -$216K 0.07% 173
2018
Q3 		$1.97M Sell
42,322
-4,924
-10% -$240K 0.08% 182
2018
Q2 		$2.24M Sell
47,246
-92,880
-66% -$4.85M 0.1% 174
2018
Q1 		$7.56M Buy
140,126
+46,076
+49% +$2.55M 0.35% 86
2017
Q4 		$4.93M Buy
94,050
+65,386
+228% +$3.31M 0.22% 126
2017
Q3 		$1.38M Buy
28,664
+310
+1% +$14.4K 0.07% 187
2017
Q2 		$1.26M Buy
28,354
+20,172
+247% +$870K 0.06% 218
2017
Q1 		$351K Buy
8,182
+1,000
+14% +$44.4K 0.03% 242
2016
Q4 		$303K Buy
+7,182
New +$272K 0.02% 253
2015
Q3 		– Sell
-19,932
Closed -$773K – 354
2015
Q2 		$773K Buy
19,932
+8,830
+80% +$336K 0.05% 237
2015
Q1 		$396K Sell
11,102
-140
-1% -$5.02K 0.03% 257
2014
Q4 		$436K Buy
11,242
+1,000
+10% +$35.6K 0.03% 251
2014
Q3 		$354K Buy
10,242
+485
+5% +$16.2K 0.02% 274
2014
Q2 		$315K Buy
9,757
+215
+2% +$6.63K 0.02% 277
2014
Q1 		$297K Sell
9,542
-670
-7% -$20.7K 0.02% 280
2013
Q4 		$320K Sell
10,212
-181
-2% -$5.38K 0.02% 264
2013
Q3 		$280K Buy
10,393
+1,000
+11% +$26.8K 0.02% 275
2013
Q2 		$229K Buy
+9,393
New +$223K 0.02% 284

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's MS Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania increased its Morgan Stanley (MS) stake by 1.8% in Q1 2020, buying an estimated $29.9K and bringing the position to 36,103 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #192.

Fiduciary Trust International of Pennsylvania first reported a position in MS in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.56M in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 36,103 shares of Morgan Stanley worth $1.23M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania bought 635 Morgan Stanley shares in Q1 2020, an estimated $29.9K.
  • Morgan Stanley made up 0.06% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #192 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in Morgan Stanley in Q2 2013 and has held it in 23 quarters since.
  • Fiduciary Trust International of Pennsylvania's Morgan Stanley position peaked at $7.56M in Q1 2018.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.