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Kanaly Trust’s Morgan Stanley MS Stock Holding History

Kanaly 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
Q4 		$504K Buy
11,939
+11,167
+1,447% +$422K 0.11% 81
2016
Q3 		$25K Buy
772
+183
+31% +$5.46K 0.01% 388
2016
Q2 		$15K Buy
589
+331
+128% +$8.66K ﹤0.01% 472
2016
Q1 		$6K Sell
258
-372
-59% -$9.49K ﹤0.01% 628
2015
Q4 		$20K Buy
630
+61
+11% +$2.03K ﹤0.01% 432
2015
Q3 		$18K Hold
569
– – ﹤0.01% 467
2015
Q2 		$22K Buy
569
+361
+174% +$13.7K ﹤0.01% 449
2015
Q1 		$7K Buy
208
+38
+22% +$1.36K ﹤0.01% 492
2014
Q4 		$7K Buy
170
+21
+14% +$747 ﹤0.01% 505
2014
Q3 		$5K Hold
149
– – ﹤0.01% 549
2014
Q2 		$5K Buy
149
+24
+19% +$740 ﹤0.01% 553
2014
Q1 		$4K Buy
+125
New +$3.86K ﹤0.01% 590

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kanaly Trust's MS Position: Q4 2016 in Review

Kanaly Trust increased its Morgan Stanley (MS) stake by 1,447% in Q4 2016, buying an estimated $422K and bringing the position to 11,939 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #81.

Kanaly Trust first reported a position in MS in Q1 2014 and has held it in 12 quarters since. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • Kanaly Trust held 11,939 shares of Morgan Stanley worth $504K as of Q4 2016.
  • Kanaly Trust bought 11,167 Morgan Stanley shares in Q4 2016, an estimated $422K.
  • Morgan Stanley made up 0.11% of Kanaly Trust's portfolio in Q4 2016, its #81 holding.
  • Kanaly Trust first reported a position in Morgan Stanley in Q1 2014 and has held it in 12 quarters since.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.