Westend Partners’s Morgan Stanley MS Stock Holding History

Westend Partners’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	$1.76M	Buy	+59,700	New	+$1.6M	2.1%	18

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Westend Partners's MS Position: Q3 2013 in Review

Westend Partners opened a new position in Morgan Stanley (MS) in Q3 2013: 59,700 shares worth $1.76M. The stake represents 2.1% of the portfolio and ranks #18 among its holdings.

685 funds tracked by Wall St. Rank hold MS as of Q3 2013.

Westend Partners held 59,700 shares of Morgan Stanley worth $1.76M as of Q3 2013.
Morgan Stanley was a new Westend Partners position in Q3 2013.
Morgan Stanley made up 2.1% of Westend Partners's portfolio in Q3 2013, its #18 holding.
685 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.