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Gratry & Company’s Morgan Stanley MS Stock Holding History

Gratry & Company’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
Q4 		– Sell
-5,700
Closed -$275K – 93
2017
Q3 		$275K Buy
+5,700
New +$264K 0.34% 66

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T. Rowe Price Associates
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BlackRock
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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

Gratry & Company's MS Position: Q4 2017 in Review

Gratry & Company sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 5,700 shares — an estimated $275K sold.

Gratry & Company first reported a position in MS in Q3 2017 and held it in 1 quarter. The position peaked at $275K in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • Gratry & Company reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
  • Gratry & Company sold 5,700 Morgan Stanley shares in Q4 2017, an estimated $275K.
  • Gratry & Company first reported a position in Morgan Stanley in Q3 2017 and held it in 1 quarter.
  • Gratry & Company's Morgan Stanley position peaked at $275K in Q3 2017.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Gratry & Company's 13F filing for Q4 2017, filed 5 Feb 2018.