RBC
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Ronald Blue & Co’s Morgan Stanley MS Stock Holding History

Ronald Blue & Co’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
Q3 		– Sell
-8,779
Closed -$341K – 350
2015
Q2 		$341K Sell
8,779
-109
-1% -$4.15K 0.02% 238
2015
Q1 		$317K Sell
8,888
-129
-1% -$4.63K 0.02% 247
2014
Q4 		$349K Sell
9,017
-934
-9% -$33.2K 0.02% 212
2014
Q3 		$344K Buy
9,951
+570
+6% +$19K 0.02% 207
2014
Q2 		$303K Buy
9,381
+905
+11% +$27.9K 0.02% 229
2014
Q1 		$264K Buy
8,476
+199
+2% +$6.15K 0.02% 246
2013
Q4 		$260K Sell
8,277
-1,045
-11% -$31.1K 0.02% 238
2013
Q3 		$251K Buy
+9,322
New +$250K 0.02% 218

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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