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Robert N. Shapiro’s Morgan Stanley MS Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$247K Buy
6,421
+867
+16% +$30.8K 0.05% 237
2014
Q3 		$191K Buy
5,554
+246
+5% +$8.2K 0.04% 283
2014
Q2 		$172K Hold
5,308
– – 0.03% 292
2014
Q1 		$165K Hold
5,308
– – 0.03% 291
2013
Q4 		$166K Hold
5,308
– – 0.03% 285
2013
Q3 		$143K Buy
+5,308
New +$142K 0.03% 328

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Robert N. Shapiro's MS Position: Q4 2014 in Review

Robert N. Shapiro increased its Morgan Stanley (MS) stake by 16% in Q4 2014, buying an estimated $30.8K and bringing the position to 6,421 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #237.

Robert N. Shapiro first reported a position in MS in Q3 2013 and has held it in 6 quarters since. 790 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Robert N. Shapiro held 6,421 shares of Morgan Stanley worth $247K as of Q4 2014.
  • Robert N. Shapiro bought 867 Morgan Stanley shares in Q4 2014, an estimated $30.8K.
  • Morgan Stanley made up 0.05% of Robert N. Shapiro's portfolio in Q4 2014, its #237 holding.
  • Robert N. Shapiro first reported a position in Morgan Stanley in Q3 2013 and has held it in 6 quarters since.
  • 790 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.