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Susquehanna Trust & Investment’s Morgan Stanley MS Stock Holding History

Susquehanna Trust & Investment’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
2015
Q2 		$8.35M Sell
215,371
-4,915
-2% -$187K 1.83% 23
2015
Q1 		$7.86M Buy
+220,286
New +$7.9M 1.66% 31

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna Trust & Investment's MS Position: Q2 2015 in Review

Susquehanna Trust & Investment reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2015, selling an estimated $187K and leaving 215,371 shares worth $8.35M. The position accounts for 1.83% of the portfolio, ranked #23.

Susquehanna Trust & Investment first reported a position in MS in Q1 2015 and has held it in 2 quarters since. 810 funds tracked by Wall St. Rank hold MS as of Q2 2015.

  • Susquehanna Trust & Investment held 215,371 shares of Morgan Stanley worth $8.35M as of Q2 2015.
  • Susquehanna Trust & Investment sold 4,915 Morgan Stanley shares in Q2 2015, an estimated $187K.
  • Morgan Stanley made up 1.83% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #23 holding.
  • Susquehanna Trust & Investment first reported a position in Morgan Stanley in Q1 2015 and has held it in 2 quarters since.
  • 810 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.