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Gerstein Fisher’s Morgan Stanley MS Stock Holding History

Gerstein Fisher’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
2016
Q3 		$478K Buy
14,899
+403
+3% +$12K 0.06% 260
2016
Q2 		$377K Buy
14,496
+2,609
+22% +$68.2K 0.05% 272
2016
Q1 		$297K Buy
11,887
+2,689
+29% +$68.6K 0.04% 306
2015
Q4 		$293K Sell
9,198
-3,077
-25% -$102K 0.04% 309
2015
Q3 		$387K Buy
12,275
+1,218
+11% +$44.3K 0.06% 267
2015
Q2 		$429K Sell
11,057
-855
-7% -$32.5K 0.07% 261
2015
Q1 		$425K Buy
11,912
+986
+9% +$35.4K 0.07% 254
2014
Q4 		$424K Buy
10,926
+1,637
+18% +$58.2K 0.07% 248
2014
Q3 		$321K Buy
9,289
+2,017
+28% +$67.2K 0.06% 278
2014
Q2 		$235K Buy
7,272
+583
+9% +$18K 0.04% 293
2014
Q1 		$208K Sell
6,689
-6,653
-50% -$206K 0.04% 312
2013
Q4 		$418K Buy
+13,342
New +$397K 0.02% 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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gerstein Fisher's MS Position: Q3 2016 in Review

Gerstein Fisher increased its Morgan Stanley (MS) stake by 2.8% in Q3 2016, buying an estimated $12K and bringing the position to 14,899 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #260.

Gerstein Fisher first reported a position in MS in Q4 2013 and has held it in 12 quarters since. 784 funds tracked by Wall St. Rank hold MS as of Q3 2016.

  • Gerstein Fisher held 14,899 shares of Morgan Stanley worth $478K as of Q3 2016.
  • Gerstein Fisher bought 403 Morgan Stanley shares in Q3 2016, an estimated $12K.
  • Morgan Stanley made up 0.06% of Gerstein Fisher's portfolio in Q3 2016, its #260 holding.
  • Gerstein Fisher first reported a position in Morgan Stanley in Q4 2013 and has held it in 12 quarters since.
  • 784 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.