SNC
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Stifel Nicolaus & Co’s Morgan Stanley MS Stock Holding History

Stifel Nicolaus & Co’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 		$686K Buy
25,447
+2,444
+11% +$65.6K 0.01% 778
2013
Q2 		$562K Buy
+23,003
New +$546K 0.01% 817

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $167B AUM 44.17% 1-Year Est. Return

Stifel Nicolaus & Co's MS Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Morgan Stanley (MS) stake by 11% in Q3 2013, buying an estimated $65.6K and bringing the position to 25,447 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #778.

Stifel Nicolaus & Co first reported a position in MS in Q2 2013 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

  • Stifel Nicolaus & Co held 25,447 shares of Morgan Stanley worth $686K as of Q3 2013.
  • Stifel Nicolaus & Co bought 2,444 Morgan Stanley shares in Q3 2013, an estimated $65.6K.
  • Morgan Stanley made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #778 holding.
  • Stifel Nicolaus & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.