MB Financial Bank - Trust Department’s Morgan Stanley MS Stock Holding History

MB Financial Bank - Trust Department’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
2019 Q1	$22K	Buy	524 +52	+11%	+$2.19K	﹤0.01%	239
2018 Q4	$19K	Hold	472	–	–	﹤0.01%	264
2018 Q3	$22K	Hold	472	–	–	﹤0.01%	294
2018 Q2	$22K	Hold	472	–	–	﹤0.01%	277
2018 Q1	$25K	Hold	472	–	–	﹤0.01%	256
2017 Q4	$25K	Hold	472	–	–	﹤0.01%	270
2017 Q3	$23K	Sell	472 -115	-20%	-$5.33K	﹤0.01%	260
2017 Q2	$26K	Buy	587 +115	+24%	+$4.96K	﹤0.01%	257
2017 Q1	$20K	Hold	472	–	–	﹤0.01%	282
2016 Q4	$20K	Buy	+472	New	+$17.8K	﹤0.01%	284
2013 Q3	–	Sell	-300	Closed	-$7K	–	391
2013 Q2	$7K	Buy	+300	New	+$7.12K	﹤0.01%	341

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MB Financial Bank - Trust Department's MS Position: Q1 2019 in Review

MB Financial Bank - Trust Department increased its Morgan Stanley (MS) stake by 11% in Q1 2019, buying an estimated $2.19K and bringing the position to 524 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

MB Financial Bank - Trust Department first reported a position in MS in Q2 2013 and has held it in 11 quarters since. The position peaked at $26K in Q2 2017. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

MB Financial Bank - Trust Department held 524 shares of Morgan Stanley worth $22K as of Q1 2019.
MB Financial Bank - Trust Department bought 52 Morgan Stanley shares in Q1 2019, an estimated $2.19K.
Morgan Stanley made up ﹤0.01% of MB Financial Bank - Trust Department's portfolio in Q1 2019, its #239 holding.
MB Financial Bank - Trust Department first reported a position in Morgan Stanley in Q2 2013 and has held it in 11 quarters since.
MB Financial Bank - Trust Department's Morgan Stanley position peaked at $26K in Q2 2017.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2019, filed 5 Apr 2019.