Fiduciary Trust International’s Morgan Stanley MS Stock Holding History

Fiduciary Trust International’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
2019 Q1	–	Sell	-1,344	Closed	-$53K	–	409
2018 Q4	$53K	Buy	+1,344	New	+$58.6K	0.02%	180
2017 Q4	–	Sell	-9,145	Closed	-$441K	–	110
2017 Q3	$441K	Buy	+9,145	New	+$424K	0.11%	72
2017 Q2	–	Sell	-9,095	Closed	-$390K	–	108
2017 Q1	$390K	Hold	9,095	–	–	0.13%	58
2016 Q4	$384K	Buy	9,095 +395	+5%	+$14.9K	0.13%	60
2016 Q3	$279K	Hold	8,700	–	–	0.24%	44
2016 Q2	$226K	Hold	8,700	–	–	0.07%	71
2016 Q1	$218K	Hold	8,700	–	–	0.07%	74
2015 Q4	$277K	Hold	8,700	–	–	0.09%	72
2015 Q3	$274K	Sell	8,700 -6,000	-41%	-$218K	0.09%	72
2015 Q2	$570K	Sell	14,700 -304	-2%	-$11.6K	0.18%	59
2015 Q1	$535K	Hold	15,004	–	–	0.16%	63
2014 Q4	$582K	Sell	15,004 -57	-0.4%	-$2.03K	0.17%	71
2014 Q3	$521K	Hold	15,061	–	–	0.15%	70
2014 Q2	$487K	Sell	15,061 -200	-1%	-$6.17K	0.15%	71
2014 Q1	$476K	Buy	15,261 +200	+1%	+$6.18K	0.13%	76
2013 Q4	$472K	Hold	15,061	–	–	0.13%	66
2013 Q3	$406K	Hold	15,061	–	–	0.14%	79
2013 Q2	$368K	Buy	+15,061	New	+$357K	0.14%	75

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiduciary Trust International's MS Position: Q1 2019 in Review

Fiduciary Trust International sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 1,344 shares — an estimated $53K sold.

Fiduciary Trust International first reported a position in MS in Q2 2013 and held it in 18 quarters. The position peaked at $582K in Q4 2014. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Fiduciary Trust International reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Fiduciary Trust International sold 1,344 Morgan Stanley shares in Q1 2019, an estimated $53K.
Fiduciary Trust International first reported a position in Morgan Stanley in Q2 2013 and held it in 18 quarters.
Fiduciary Trust International's Morgan Stanley position peaked at $582K in Q4 2014.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.