GSB Podium Advisors’s Morgan Stanley MS Stock Holding History

GSB Podium Advisors’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 Q3	–	Sell	-8,252	Closed	-$202K	–	15
2013 Q2	$202K	Buy	+8,252	New	+$196K	7.29%	9

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GSB Podium Advisors's MS Position: Q3 2013 in Review

GSB Podium Advisors sold out of Morgan Stanley (MS) in Q3 2013, closing a stake of 8,252 shares — an estimated $202K sold.

GSB Podium Advisors first reported a position in MS in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

GSB Podium Advisors reported no remaining Morgan Stanley position as of Q3 2013 after selling out during the quarter.
GSB Podium Advisors sold 8,252 Morgan Stanley shares in Q3 2013, an estimated $202K.
GSB Podium Advisors first reported a position in Morgan Stanley in Q2 2013 and held it in 1 quarter.
GSB Podium Advisors's Morgan Stanley position peaked at $202K in Q2 2013.
685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on GSB Podium Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.