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Keystone Financial Planning’s Morgan Stanley MS Stock Holding History

Keystone Financial Planning’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
2014
Q1 		– Sell
-57
Closed -$2K – 74
2013
Q4 		$2K Buy
+57
New +$1.69K ﹤0.01% 91

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Keystone Financial Planning's MS Position: Q1 2014 in Review

Keystone Financial Planning sold out of Morgan Stanley (MS) in Q1 2014, closing a stake of 57 shares — an estimated $2K sold.

Keystone Financial Planning first reported a position in MS in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 730 funds tracked by Wall St. Rank hold MS as of Q1 2014.

  • Keystone Financial Planning reported no remaining Morgan Stanley position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 57 Morgan Stanley shares in Q1 2014, an estimated $2K.
  • Keystone Financial Planning first reported a position in Morgan Stanley in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Morgan Stanley position peaked at $2K in Q4 2013.
  • 730 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.