SKK
MS icon

Shepherd Kaplan Krochuk’s Morgan Stanley MS Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-16,656
Closed -$534K – 317
2016
Q3 		$534K Buy
+16,656
New +$497K 0.11% 125

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 $1.56T 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shepherd Kaplan Krochuk's MS Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Morgan Stanley (MS) in Q4 2016, closing a stake of 16,656 shares — an estimated $534K sold.

Shepherd Kaplan Krochuk first reported a position in MS in Q3 2016 and held it in 1 quarter. The position peaked at $534K in Q3 2016. 890 funds tracked by Wall St. Rank hold MS as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Morgan Stanley position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 16,656 Morgan Stanley shares in Q4 2016, an estimated $534K.
  • Shepherd Kaplan Krochuk first reported a position in Morgan Stanley in Q3 2016 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Morgan Stanley position peaked at $534K in Q3 2016.
  • 890 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.