KDI Capital Partners’s Morgan Stanley MS Stock Holding History

KDI Capital Partners’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
2015 Q2	–	Sell	-10,000	Closed	-$357K	–	45
2015 Q1	$357K	Buy	+10,000	New	+$359K	0.09%	41

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KDI Capital Partners's MS Position: Q2 2015 in Review

KDI Capital Partners sold out of Morgan Stanley (MS) in Q2 2015, closing a stake of 10,000 shares — an estimated $357K sold.

KDI Capital Partners first reported a position in MS in Q1 2015 and held it in 1 quarter. The position peaked at $357K in Q1 2015. 810 funds tracked by Wall St. Rank hold MS as of Q2 2015.

KDI Capital Partners reported no remaining Morgan Stanley position as of Q2 2015 after selling out during the quarter.
KDI Capital Partners sold 10,000 Morgan Stanley shares in Q2 2015, an estimated $357K.
KDI Capital Partners first reported a position in Morgan Stanley in Q1 2015 and held it in 1 quarter.
KDI Capital Partners's Morgan Stanley position peaked at $357K in Q1 2015.
810 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on KDI Capital Partners's 13F filing for Q2 2015, filed 13 Aug 2015.