Kelly Lawrence W & Associates’s Morgan Stanley MS Stock Holding History

Kelly Lawrence W & Associates’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	–	Sell	-8	Closed	–	–	175
2017 Q1	$0	Buy	+8	New	+$355	﹤0.01%	202

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

BlackRock New York $5.72T AUM 30.48% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Kelly Lawrence W & Associates's MS Position: Q2 2017 in Review

Kelly Lawrence W & Associates sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 8 shares.

Kelly Lawrence W & Associates first reported a position in MS in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

Kelly Lawrence W & Associates reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
Kelly Lawrence W & Associates sold 8 Morgan Stanley shares in Q2 2017.
Kelly Lawrence W & Associates first reported a position in Morgan Stanley in Q1 2017 and held it in 1 quarter.
Kelly Lawrence W & Associates's Morgan Stanley position peaked at $0 in Q1 2017.
919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2017, filed 1 Aug 2017.