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Legg Mason Asset Management’s Morgan Stanley MS Stock Holding History

Legg Mason Asset Management’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
-14,200
Closed -$609K – 131
2017
Q1 		$609K Sell
14,200
-12,600
-47% -$559K 0.7% 73
2016
Q4 		$1.13M Buy
+26,800
New +$1.01M 1.3% 30

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

Legg Mason Asset Management's MS Position: Q2 2017 in Review

Legg Mason Asset Management sold out of Morgan Stanley (MS) in Q2 2017, closing a stake of 14,200 shares — an estimated $609K sold.

Legg Mason Asset Management first reported a position in MS in Q4 2016 and held it in 2 quarters. The position peaked at $1.13M in Q4 2016. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • Legg Mason Asset Management reported no remaining Morgan Stanley position as of Q2 2017 after selling out during the quarter.
  • Legg Mason Asset Management sold 14,200 Morgan Stanley shares in Q2 2017, an estimated $609K.
  • Legg Mason Asset Management first reported a position in Morgan Stanley in Q4 2016 and held it in 2 quarters.
  • Legg Mason Asset Management's Morgan Stanley position peaked at $1.13M in Q4 2016.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on Legg Mason Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.