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Landsberg Bennett & Dubbaneh’s Morgan Stanley MS Stock Holding History

Landsberg Bennett & Dubbaneh’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
2020
Q1 		– Sell
-5,338
Closed -$272K – 208
2019
Q4 		$272K Sell
5,338
-392
-7% -$18.6K 0.06% 213
2019
Q3 		$245K Sell
5,730
-413
-7% -$17.7K 0.07% 187
2019
Q2 		$270K Buy
+6,143
New +$274K 0.07% 198

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's MS Position: Q1 2020 in Review

Landsberg Bennett & Dubbaneh sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 5,338 shares — an estimated $272K sold.

Landsberg Bennett & Dubbaneh first reported a position in MS in Q2 2019 and held it in 3 quarters. The position peaked at $272K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Landsberg Bennett & Dubbaneh reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Landsberg Bennett & Dubbaneh sold 5,338 Morgan Stanley shares in Q1 2020, an estimated $272K.
  • Landsberg Bennett & Dubbaneh first reported a position in Morgan Stanley in Q2 2019 and held it in 3 quarters.
  • Landsberg Bennett & Dubbaneh's Morgan Stanley position peaked at $272K in Q4 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2020, filed 21 Apr 2020.