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Stanford Investment Group’s Morgan Stanley MS Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-500
Closed -$21K – 178
2016
Q4 		$21K Hold
500
– – 0.01% 246
2016
Q3 		$16K Hold
500
– – 0.01% 275
2016
Q2 		$13K Hold
500
– – 0.01% 282
2016
Q1 		$13K Hold
500
– – 0.01% 279
2015
Q4 		$16K Hold
500
– – 0.01% 237
2015
Q3 		$16K Hold
500
– – 0.01% 238
2015
Q2 		$19K Hold
500
– – 0.01% 237
2015
Q1 		$18K Hold
500
– – 0.01% 242
2014
Q4 		$19K Buy
+500
New +$17.8K 0.02% 234

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Stanford Investment Group's MS Position: Q1 2017 in Review

Stanford Investment Group sold out of Morgan Stanley (MS) in Q1 2017, closing a stake of 500 shares — an estimated $21K sold.

Stanford Investment Group first reported a position in MS in Q4 2014 and held it in 9 quarters. The position peaked at $21K in Q4 2016. 921 funds tracked by Wall St. Rank hold MS as of Q1 2017.

  • Stanford Investment Group reported no remaining Morgan Stanley position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 500 Morgan Stanley shares in Q1 2017, an estimated $21K.
  • Stanford Investment Group first reported a position in Morgan Stanley in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Morgan Stanley position peaked at $21K in Q4 2016.
  • 921 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.