Mariner Wealth Advisors (NYC)’s Morgan Stanley MS Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$12K	Buy	+332	New	+$11.9K	0.01%	348

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s MS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Morgan Stanley (MS) in Q1 2015: 332 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 332 shares of Morgan Stanley worth $12K as of Q1 2015.
Morgan Stanley was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Morgan Stanley made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #348 holding.
789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.