First National Bank Sioux Falls’s Morgan Stanley MS Stock Holding History

First National Bank Sioux Falls’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
2014 Q4	–	Sell	-1,870	Closed	-$65K	–	239
2014 Q3	$65K	Hold	1,870	–	–	0.18%	98
2014 Q2	$60K	Hold	1,870	–	–	0.15%	100
2014 Q1	$58K	Hold	1,870	–	–	0.16%	98
2013 Q4	$59K	Hold	1,870	–	–	0.15%	100
2013 Q3	$50K	Hold	1,870	–	–	0.15%	101
2013 Q2	$46K	Buy	+1,870	New	+$44.3K	0.13%	105

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First National Bank Sioux Falls's MS Position: Q4 2014 in Review

First National Bank Sioux Falls sold out of Morgan Stanley (MS) in Q4 2014, closing a stake of 1,870 shares — an estimated $65K sold.

First National Bank Sioux Falls first reported a position in MS in Q2 2013 and held it in 6 quarters. The position peaked at $65K in Q3 2014. 791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

First National Bank Sioux Falls reported no remaining Morgan Stanley position as of Q4 2014 after selling out during the quarter.
First National Bank Sioux Falls sold 1,870 Morgan Stanley shares in Q4 2014, an estimated $65K.
First National Bank Sioux Falls first reported a position in Morgan Stanley in Q2 2013 and held it in 6 quarters.
First National Bank Sioux Falls's Morgan Stanley position peaked at $65K in Q3 2014.
791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on First National Bank Sioux Falls's 13F filing for Q4 2014, filed 29 Jan 2015.