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National Planning Corporation’s Morgan Stanley MS Stock Holding History

National Planning Corporation’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 		– Sell
-4,746
Closed -$175K – 1509
2014
Q4 		$175K Buy
+4,746
New +$169K 0.01% 714
2014
Q2 		– Sell
-6,608
Closed -$208K – 764
2014
Q1 		$208K Sell
6,608
-2,394
-27% -$74K 0.02% 639
2013
Q4 		$281K Sell
9,002
-2,295
-20% -$68.2K 0.03% 537
2013
Q3 		$305K Buy
11,297
+2,640
+30% +$70.8K 0.03% 485
2013
Q2 		$210K Buy
+8,657
New +$205K 0.03% 473

Other funds holding MS

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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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

National Planning Corporation's MS Position: Q1 2015 in Review

National Planning Corporation sold out of Morgan Stanley (MS) in Q1 2015, closing a stake of 4,746 shares — an estimated $175K sold.

National Planning Corporation first reported a position in MS in Q2 2013 and held it in 5 quarters. The position peaked at $305K in Q3 2013. 788 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • National Planning Corporation reported no remaining Morgan Stanley position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 4,746 Morgan Stanley shares in Q1 2015, an estimated $175K.
  • National Planning Corporation first reported a position in Morgan Stanley in Q2 2013 and held it in 5 quarters.
  • National Planning Corporation's Morgan Stanley position peaked at $305K in Q3 2013.
  • 788 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.