SSI
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Scott & Selber Inc’s Morgan Stanley MS Stock Holding History

Scott & Selber Inc’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
Q1 		– Sell
-86,997
Closed -$3.38M – 74
2014
Q4 		$3.38M Buy
86,997
+15
+0% +$534 2.26% 9
2014
Q3 		$3.01M Sell
86,982
-2,166
-2% -$72.2K 2.1% 7
2014
Q2 		$2.88M Sell
89,148
-118
-0.1% -$3.64K 1.91% 14
2014
Q1 		$2.78M Buy
89,266
+361
+0.4% +$11.2K 1.95% 14
2013
Q4 		$2.79M Buy
88,905
+174
+0.2% +$5.17K 2.04% 15
2013
Q3 		$2.39M Buy
+88,731
New +$2.38M 1.93% 21

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Scott & Selber Inc's MS Position: Q1 2015 in Review

Scott & Selber Inc sold out of Morgan Stanley (MS) in Q1 2015, closing a stake of 86,997 shares — an estimated $3.38M sold.

Scott & Selber Inc first reported a position in MS in Q3 2013 and held it in 6 quarters. The position peaked at $3.38M in Q4 2014. 789 funds tracked by Wall St. Rank hold MS as of Q1 2015.

  • Scott & Selber Inc reported no remaining Morgan Stanley position as of Q1 2015 after selling out during the quarter.
  • Scott & Selber Inc sold 86,997 Morgan Stanley shares in Q1 2015, an estimated $3.38M.
  • Scott & Selber Inc first reported a position in Morgan Stanley in Q3 2013 and held it in 6 quarters.
  • Scott & Selber Inc's Morgan Stanley position peaked at $3.38M in Q4 2014.
  • 789 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2015.

Based on Scott & Selber Inc's 13F filing for Q1 2015, filed 27 Apr 2015.