IberiaBank’s Morgan Stanley MS Stock Holding History

IberiaBank’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
2020 Q2	$350K	Buy	7,249 +37	+0.5%	+$1.55K	0.04%	172
2020 Q1	$245K	Buy	7,212 +665	+10%	+$31.3K	0.03%	192
2019 Q4	$335K	Buy	+6,547	New	+$310K	0.04%	191
2018 Q1	–	Sell	-9,121	Closed	-$479K	–	236
2017 Q4	$479K	Buy	9,121 +960	+12%	+$48.5K	0.07%	171
2017 Q3	$393K	Sell	8,161 -8,628	-51%	-$400K	0.07%	175
2017 Q2	$748K	Sell	16,789 -5,050	-23%	-$218K	0.22%	106
2017 Q1	$936K	Buy	21,839 +2,074	+10%	+$92K	0.29%	99
2016 Q4	$835K	Buy	19,765 +2,590	+15%	+$97.9K	0.31%	67
2016 Q3	$551K	Sell	17,175 -101	-0.6%	-$3.01K	0.23%	82
2016 Q2	$449K	Buy	17,276 +2,803	+19%	+$73.3K	0.2%	93
2016 Q1	$362K	Buy	14,473 +1,385	+11%	+$35.3K	0.17%	103
2015 Q4	$416K	Buy	13,088 +1,223	+10%	+$40.6K	0.19%	102
2015 Q3	$374K	Buy	11,865 +521	+5%	+$19K	0.19%	96
2015 Q2	$440K	Buy	11,344 +892	+9%	+$33.9K	0.2%	90
2015 Q1	$373K	Buy	10,452 +1,273	+14%	+$45.7K	0.17%	106
2014 Q4	$356K	Buy	9,179 +1,087	+13%	+$38.7K	0.19%	100
2014 Q3	$280K	Buy	8,092 +1,172	+17%	+$39K	0.16%	117
2014 Q2	$224K	Buy	+6,920	New	+$213K	0.13%	162

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IberiaBank's MS Position: Q2 2020 in Review

IberiaBank increased its Morgan Stanley (MS) stake by 0.51% in Q2 2020, buying an estimated $1.55K and bringing the position to 7,249 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #172.

IberiaBank first reported a position in MS in Q2 2014 and has held it in 18 quarters since. The position peaked at $936K in Q1 2017. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

IberiaBank held 7,249 shares of Morgan Stanley worth $350K as of Q2 2020.
IberiaBank bought 37 Morgan Stanley shares in Q2 2020, an estimated $1.55K.
Morgan Stanley made up 0.04% of IberiaBank's portfolio in Q2 2020, its #172 holding.
IberiaBank first reported a position in Morgan Stanley in Q2 2014 and has held it in 18 quarters since.
IberiaBank's Morgan Stanley position peaked at $936K in Q1 2017.
1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.