Independence Trust’s Morgan Stanley MS Stock Holding History

Independence Trust’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 Q1	–	Sell	-9,147	Closed	-$291K	–	61
2015 Q4	$291K	Hold	9,147	–	–	0.38%	54
2015 Q3	$288K	Buy	+9,147	New	+$333K	0.3%	70
2015 Q1	–	Sell	-5,815	Closed	-$226K	–	129
2014 Q4	$226K	Buy	+5,815	New	+$207K	0.14%	114
2014 Q3	–	Sell	-6,510	Closed	-$210K	–	111
2014 Q2	$210K	Hold	6,510	–	–	0.13%	100
2014 Q1	$203K	Buy	+6,510	New	+$201K	0.14%	101

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independence Trust's MS Position: Q1 2016 in Review

Independence Trust sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 9,147 shares — an estimated $291K sold.

Independence Trust first reported a position in MS in Q1 2014 and held it in 5 quarters. The position peaked at $291K in Q4 2015. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

Independence Trust reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
Independence Trust sold 9,147 Morgan Stanley shares in Q1 2016, an estimated $291K.
Independence Trust first reported a position in Morgan Stanley in Q1 2014 and held it in 5 quarters.
Independence Trust's Morgan Stanley position peaked at $291K in Q4 2015.
766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Independence Trust's 13F filing for Q1 2016, filed 19 Apr 2016.