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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 – 484
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 – 643
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

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MYCIO Wealth Partners's MS Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 300 shares — an estimated $10K sold.

MYCIO Wealth Partners first reported a position in MS in Q2 2013 and held it in 12 quarters. The position peaked at $65K in Q2 2014. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 300 Morgan Stanley shares in Q4 2016, an estimated $10K.
  • MYCIO Wealth Partners first reported a position in Morgan Stanley in Q2 2013 and held it in 12 quarters.
  • MYCIO Wealth Partners's Morgan Stanley position peaked at $65K in Q2 2014.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.