Israel Discount Bank of New York’s Morgan Stanley MS Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-500	Closed	-$21K	–	245
2019 Q1	$21K	Hold	500	–	–	0.01%	326
2018 Q4	$20K	Hold	500	–	–	0.02%	324
2018 Q3	$23K	Hold	500	–	–	0.02%	329
2018 Q2	$24K	Hold	500	–	–	0.02%	359
2018 Q1	$27K	Hold	500	–	–	0.02%	357
2017 Q4	$26K	Hold	500	–	–	0.02%	364
2017 Q3	$24K	Hold	500	–	–	0.02%	361
2017 Q2	$22K	Hold	500	–	–	0.02%	360
2017 Q1	$21K	Sell	500 -130	-21%	-$5.77K	0.02%	369
2016 Q4	$27K	Buy	+630	New	+$23.8K	0.02%	376

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

Israel Discount Bank of New York's MS Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 500 shares — an estimated $21K sold.

Israel Discount Bank of New York first reported a position in MS in Q4 2016 and held it in 10 quarters. The position peaked at $27K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

Israel Discount Bank of New York reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 500 Morgan Stanley shares in Q2 2019, an estimated $21K.
Israel Discount Bank of New York first reported a position in Morgan Stanley in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Morgan Stanley position peaked at $27K in Q1 2018.
1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.