Pinnacle Summer Investments’s Morgan Stanley MS Stock Holding History

Pinnacle Summer Investments’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 Q4	$74K	Buy	2,323 +1,028	+79%	+$34.2K	0.01%	297
2015 Q3	$42K	Hold	1,295	–	–	0.01%	512
2015 Q2	$50K	Hold	1,295	–	–	0.01%	316
2015 Q1	$47K	Hold	1,295	–	–	0.01%	522
2014 Q4	$44K	Hold	1,295	–	–	0.01%	537
2014 Q3	$44K	Buy	1,295 +1,138	+725%	+$37.9K	﹤0.01%	548
2014 Q2	$5K	Hold	157	–	–	﹤0.01%	838
2014 Q1	$5K	Buy	+157	New	+$4.85K	﹤0.01%	792
2013 Q3	–	Sell	-124	Closed	-$3K	–	963
2013 Q2	$3K	Buy	+124	New	+$2.94K	﹤0.01%	752

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pinnacle Summer Investments's MS Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Morgan Stanley (MS) stake by 79% in Q4 2015, buying an estimated $34.2K and bringing the position to 2,323 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #297.

Pinnacle Summer Investments first reported a position in MS in Q2 2013 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold MS as of Q4 2015.

Pinnacle Summer Investments held 2,323 shares of Morgan Stanley worth $74K as of Q4 2015.
Pinnacle Summer Investments bought 1,028 Morgan Stanley shares in Q4 2015, an estimated $34.2K.
Morgan Stanley made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #297 holding.
Pinnacle Summer Investments first reported a position in Morgan Stanley in Q2 2013 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.