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StellarOne Corp’s Morgan Stanley MS Stock Holding History

StellarOne Corp’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
2013
Q3 		$11K Sell
398
-518
-57% -$13.9K 0.01% 169
2013
Q2 		$22K Buy
+916
New +$21.7K 0.02% 133

Other funds holding MS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

StellarOne Corp's MS Position: Q3 2013 in Review

StellarOne Corp reduced its Morgan Stanley (MS) stake by 57% in Q3 2013, selling an estimated $13.9K and leaving 398 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #169.

StellarOne Corp first reported a position in MS in Q2 2013 and has held it in 2 quarters since. The position peaked at $22K in Q2 2013. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • StellarOne Corp held 398 shares of Morgan Stanley worth $11K as of Q3 2013.
  • StellarOne Corp sold 518 Morgan Stanley shares in Q3 2013, an estimated $13.9K.
  • Morgan Stanley made up 0.01% of StellarOne Corp's portfolio in Q3 2013, its #169 holding.
  • StellarOne Corp first reported a position in Morgan Stanley in Q2 2013 and has held it in 2 quarters since.
  • StellarOne Corp's Morgan Stanley position peaked at $22K in Q2 2013.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on StellarOne Corp's 13F filing for Q3 2013, filed 12 Nov 2013.