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Neuberger Berman Canada’s Morgan Stanley MS Stock Holding History

Neuberger Berman Canada’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
2017
Q3 		$1.49M Buy
30,929
+625
+2% +$29K 0.27% 81
2017
Q2 		$1.35M Sell
30,304
-2,594
-8% -$112K 0.25% 95
2017
Q1 		$1.41M Buy
32,898
+8,714
+36% +$387K 0.28% 78
2016
Q4 		$1.02M Sell
24,184
-6,684
-22% -$253K 0.26% 101
2016
Q3 		$990K Sell
30,868
-11,041
-26% -$329K 0.3% 90
2016
Q2 		$1.09M Buy
41,909
+12,538
+43% +$328K 0.35% 64
2016
Q1 		$735K Buy
+29,371
New +$750K 0.27% 123

Other funds holding MS

Mitsubishi UFJ Financial Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Neuberger Berman Canada's MS Position: Q3 2017 in Review

Neuberger Berman Canada increased its Morgan Stanley (MS) stake by 2.1% in Q3 2017, buying an estimated $29K and bringing the position to 30,929 shares worth $1.49M. The position accounts for 0.27% of the portfolio, ranked #81.

Neuberger Berman Canada first reported a position in MS in Q1 2016 and has held it in 7 quarters since. 922 funds tracked by Wall St. Rank hold MS as of Q3 2017.

  • Neuberger Berman Canada held 30,929 shares of Morgan Stanley worth $1.49M as of Q3 2017.
  • Neuberger Berman Canada bought 625 Morgan Stanley shares in Q3 2017, an estimated $29K.
  • Morgan Stanley made up 0.27% of Neuberger Berman Canada's portfolio in Q3 2017, its #81 holding.
  • Neuberger Berman Canada first reported a position in Morgan Stanley in Q1 2016 and has held it in 7 quarters since.
  • 922 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.