FAN
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Financial Advisors Network’s Morgan Stanley MS Stock Holding History

Financial Advisors Network’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
2017
Q1 		– Sell
-54
Closed -$2.36K – 327
2016
Q4 		$2.36K Buy
+54
New +$2.04K ﹤0.01% 421

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Financial Advisors Network's MS Position: Q1 2017 in Review

Financial Advisors Network sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 54 shares — an estimated $2.36K sold.

Financial Advisors Network first reported a position in MS in Q4 2016 and held it in 1 quarter. The position peaked at $2.36K in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Financial Advisors Network reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 54 Morgan Stanley shares in Q1 2017, an estimated $2.36K.
  • Financial Advisors Network first reported a position in Morgan Stanley in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Morgan Stanley position peaked at $2.36K in Q4 2016.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.