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Independent Portfolio Consultants’s Morgan Stanley MS Stock Holding History

Independent Portfolio Consultants’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
Q2 		$1.73M Buy
38,784
+15,165
+64% +$654K 0.72% 15
2017
Q1 		$1.01M Sell
23,619
-362
-2% -$16.1K 0.35% 78
2016
Q4 		$1.01M Sell
23,981
-610
-2% -$23.1K 0.33% 87
2016
Q3 		$788K Sell
24,591
-1,455
-6% -$43.4K 0.25% 133
2016
Q2 		$677K Buy
26,046
+1,150
+5% +$30.1K 0.21% 157
2016
Q1 		$623K Buy
24,896
+735
+3% +$18.8K 0.17% 178
2015
Q4 		$769K Sell
24,161
-17,565
-42% -$584K 0.23% 133
2015
Q3 		$1.31M Buy
41,726
+1,990
+5% +$72.4K 0.29% 110
2015
Q2 		$1.54M Buy
39,736
+1,790
+5% +$68.1K 0.31% 107
2015
Q1 		$1.35M Sell
37,946
-1,336
-3% -$47.9K 0.28% 125
2014
Q4 		$1.52M Buy
39,282
+23,923
+156% +$851K 0.31% 116
2014
Q3 		$531K Buy
15,359
+6,529
+74% +$218K 0.14% 213
2014
Q2 		$285K Sell
8,830
-7,150
-45% -$220K 0.08% 384
2014
Q1 		$498K Sell
15,980
-2,580
-14% -$79.7K 0.16% 230
2013
Q4 		$582K Buy
18,560
+6,840
+58% +$203K 0.2% 168
2013
Q3 		$316K Buy
11,720
+10
+0.1% +$268 0.13% 348
2013
Q2 		$286K Buy
+11,710
New +$278K 0.13% 344

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Independent Portfolio Consultants's MS Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Morgan Stanley (MS) stake by 64% in Q2 2017, buying an estimated $654K and bringing the position to 38,784 shares worth $1.73M. The position accounts for 0.72% of the portfolio, ranked #15.

Independent Portfolio Consultants first reported a position in MS in Q2 2013 and has held it in 17 quarters since. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Independent Portfolio Consultants held 38,784 shares of Morgan Stanley worth $1.73M as of Q2 2017.
  • Independent Portfolio Consultants bought 15,165 Morgan Stanley shares in Q2 2017, an estimated $654K.
  • Morgan Stanley made up 0.72% of Independent Portfolio Consultants's portfolio in Q2 2017, its #15 holding.
  • Independent Portfolio Consultants first reported a position in Morgan Stanley in Q2 2013 and has held it in 17 quarters since.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.