ICOA
MS icon

Investment Centers of America’s Morgan Stanley MS Stock Holding History

Investment Centers of America’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
-9,638
Closed -$465K – 308
2017
Q3 		$465K Sell
9,638
-4,753
-33% -$220K 0.03% 354
2017
Q2 		$639K Buy
14,391
+5,878
+69% +$253K 0.05% 304
2017
Q1 		$362K Sell
8,513
-978
-10% -$43.4K 0.03% 429
2016
Q4 		$401K Buy
9,491
+2,886
+44% +$109K 0.03% 377
2016
Q3 		$212K Buy
+6,605
New +$197K 0.02% 476
2015
Q1 		– Sell
-6,801
Closed -$265K – 480
2014
Q4 		$265K Sell
6,801
-394
-5% -$14K 0.06% 309
2014
Q3 		$250K Buy
+7,195
New +$240K 0.04% 344

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T 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

Investment Centers of America's MS Position: Q4 2017 in Review

Investment Centers of America sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 9,638 shares — an estimated $465K sold.

Investment Centers of America first reported a position in MS in Q3 2014 and held it in 7 quarters. The position peaked at $639K in Q2 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • Investment Centers of America reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 9,638 Morgan Stanley shares in Q4 2017, an estimated $465K.
  • Investment Centers of America first reported a position in Morgan Stanley in Q3 2014 and held it in 7 quarters.
  • Investment Centers of America's Morgan Stanley position peaked at $639K in Q2 2017.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.