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Stanley-Laman Group’s Morgan Stanley MS Stock Holding History

Stanley-Laman 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
2019
Q2 		– Sell
-6,087
Closed -$257K – 288
2019
Q1 		$257K Buy
+6,087
New +$256K 0.06% 237
2016
Q2 		– Sell
-202,625
Closed -$5.07M – 309
2016
Q1 		$5.07M Buy
+202,625
New +$5.17M 0.95% 26
2015
Q4 		– Sell
-6,136
Closed -$193K – 364
2015
Q3 		$193K Buy
6,136
+471
+8% +$17.1K 0.04% 302
2015
Q2 		$220K Hold
5,665
– – 0.04% 276
2015
Q1 		$202K Buy
5,665
+435
+8% +$15.6K 0.04% 292
2014
Q4 		$203K Buy
+5,230
New +$186K 0.04% 297

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stanley-Laman Group's MS Position: Q2 2019 in Review

Stanley-Laman Group sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 6,087 shares — an estimated $257K sold.

Stanley-Laman Group first reported a position in MS in Q4 2014 and held it in 6 quarters. The position peaked at $5.07M in Q1 2016. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Stanley-Laman Group reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Stanley-Laman Group sold 6,087 Morgan Stanley shares in Q2 2019, an estimated $257K.
  • Stanley-Laman Group first reported a position in Morgan Stanley in Q4 2014 and held it in 6 quarters.
  • Stanley-Laman Group's Morgan Stanley position peaked at $5.07M in Q1 2016.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Stanley-Laman Group's 13F filing for Q2 2019, filed 1 Aug 2019.