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MYCIO Wealth Partners’s Morgan Stanley MS Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-300
Closed -$10K – 486
2016
Q3 		$10K Sell
300
-21
-7% -$626 ﹤0.01% 571
2016
Q2 		$8K Sell
321
-14
-4% -$366 ﹤0.01% 592
2016
Q1 		$9K Buy
335
+35
+12% +$893 ﹤0.01% 535
2015
Q4 		$10K Sell
300
-109
-27% -$3.62K ﹤0.01% 532
2015
Q3 		$13K Buy
409
+109
+36% +$3.97K ﹤0.01% 524
2015
Q2 		$12K Hold
300
– – ﹤0.01% 503
2015
Q1 		$11K Buy
+300
New +$10.8K ﹤0.01% 474
2014
Q3 		– Sell
-2,000
Closed -$65K – 645
2014
Q2 		$65K Hold
2,000
– – 0.01% 241
2014
Q1 		$62K Buy
2,000
+1,000
+100% +$30.9K 0.02% 236
2013
Q4 		$31K Hold
1,000
– – 0.01% 306
2013
Q3 		$27K Hold
1,000
– – 0.01% 298
2013
Q2 		$24K Buy
+1,000
New +$23.7K 0.01% 322

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T. Rowe Price Associates
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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return