KIG
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Kovitz Investment Group’s Morgan Stanley MS Stock Holding History

Kovitz Investment 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
2014
Q2 		– Sell
-10,773
Closed -$237K – 122
2014
Q1 		$237K Buy
+10,773
New +$333K 0.01% 107

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
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

Kovitz Investment Group's MS Position: Q2 2014 in Review

Kovitz Investment Group sold out of Morgan Stanley (MS) in Q2 2014, closing a stake of 10,773 shares — an estimated $237K sold.

Kovitz Investment Group first reported a position in MS in Q1 2014 and held it in 1 quarter. The position peaked at $237K in Q1 2014. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Kovitz Investment Group reported no remaining Morgan Stanley position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 10,773 Morgan Stanley shares in Q2 2014, an estimated $237K.
  • Kovitz Investment Group first reported a position in Morgan Stanley in Q1 2014 and held it in 1 quarter.
  • Kovitz Investment Group's Morgan Stanley position peaked at $237K in Q1 2014.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.