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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Morgan Stanley MS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q2 		– Sell
-250
Closed -$11K – 409
2017
Q1 		$11K Buy
+250
New +$11.1K ﹤0.01% 283
2016
Q2 		– Sell
-200
Closed -$5K – 434
2016
Q1 		$5K Buy
+200
New +$5.1K ﹤0.01% 312

Other funds holding MS

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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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MS Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 250 shares — an estimated $11K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MS in Q1 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 250 Morgan Stanley shares in Q2 2017, an estimated $11K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Morgan Stanley in Q1 2016 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Morgan Stanley position peaked at $11K in Q1 2017.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.