Rockefeller Financial Services’s Morgan Stanley MS Stock Holding History

Rockefeller Financial Services’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 Q4	$58K	Hold	1,100	–	–	﹤0.01%	405
2017 Q3	$53K	Buy	+1,100	New	+$51K	﹤0.01%	417
2016 Q3	–	Sell	-275	Closed	-$7K	–	478
2016 Q2	$7K	Hold	275	–	–	﹤0.01%	446
2016 Q1	$7K	Sell	275 -3,960	-94%	-$101K	﹤0.01%	549
2015 Q4	$135K	Hold	4,235	–	–	﹤0.01%	368
2015 Q3	$134K	Hold	4,235	–	–	﹤0.01%	354
2015 Q2	$165K	Hold	4,235	–	–	﹤0.01%	329
2015 Q1	$151K	Buy	4,235 +3,960	+1,440%	+$142K	﹤0.01%	341
2014 Q4	$11K	Sell	275 -535	-66%	-$19K	﹤0.01%	451
2014 Q3	$28K	Sell	810 -384	-32%	-$12.8K	﹤0.01%	425
2014 Q2	$39K	Buy	1,194 +384	+47%	+$11.8K	﹤0.01%	425
2014 Q1	$25K	Hold	810	–	–	﹤0.01%	453
2013 Q4	$25K	Hold	810	–	–	﹤0.01%	436
2013 Q3	$22K	Hold	810	–	–	﹤0.01%	446
2013 Q2	$20K	Buy	+810	New	+$19.2K	﹤0.01%	446

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Rockefeller Financial Services's MS Position: Q4 2017 in Review

Rockefeller Financial Services held its Morgan Stanley (MS) position steady in Q4 2017 at 1,100 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Rockefeller Financial Services first reported a position in MS in Q2 2013 and has held it in 15 quarters since. The position peaked at $165K in Q2 2015. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

Rockefeller Financial Services held 1,100 shares of Morgan Stanley worth $58K as of Q4 2017.
Rockefeller Financial Services left its Morgan Stanley share count unchanged in Q4 2017.
Morgan Stanley made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #405 holding.
Rockefeller Financial Services first reported a position in Morgan Stanley in Q2 2013 and has held it in 15 quarters since.
Rockefeller Financial Services's Morgan Stanley position peaked at $165K in Q2 2015.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.