KKAMG
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Kernodle & Katon Asset Management Group’s Morgan Stanley MS Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$23K Hold
540
– – 0.01% 191
2016
Q4 		$23K Hold
540
– – 0.01% 192
2016
Q3 		$17K Hold
540
– – 0.01% 227
2016
Q2 		$14K Hold
540
– – 0.01% 200
2016
Q1 		$14K Hold
540
– – 0.01% 188
2015
Q4 		$17K Buy
+540
New +$17.9K 0.02% 175

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

Kernodle & Katon Asset Management Group's MS Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Morgan Stanley (MS) position steady in Q1 2017 at 540 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #191.

Kernodle & Katon Asset Management Group first reported a position in MS in Q4 2015 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 540 shares of Morgan Stanley worth $23K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Morgan Stanley share count unchanged in Q1 2017.
  • Morgan Stanley made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #191 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 6 quarters since.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.