FLC
MS icon

Francis L. Coolidge’s Morgan Stanley MS Stock Holding History

Francis L. Coolidge’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
2013
Q2 		$130K Buy
+5,308
New +$126K 0.16% 120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Francis L. Coolidge's MS Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Morgan Stanley (MS) in Q2 2013: 5,308 shares worth $130K. The stake represents 0.16% of the portfolio and ranks #120 among its holdings.

647 funds tracked by Wall St. Rank hold MS as of Q2 2013.

  • Francis L. Coolidge held 5,308 shares of Morgan Stanley worth $130K as of Q2 2013.
  • Morgan Stanley was a new Francis L. Coolidge position in Q2 2013.
  • Morgan Stanley made up 0.16% of Francis L. Coolidge's portfolio in Q2 2013, its #120 holding.
  • 647 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.