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Wilmington Trust National Association’s Morgan Stanley MS Stock Holding History

Wilmington Trust National Association’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
2014
Q2 		$376K Buy
11,631
+211
+2% +$6.5K 0.01% 426
2014
Q1 		$356K Sell
11,420
-15,822
-58% -$489K 0.01% 424
2013
Q4 		$855K Sell
27,242
-3,121
-10% -$92.8K 0.03% 262
2013
Q3 		$818K Sell
30,363
-4,632
-13% -$124K 0.03% 260
2013
Q2 		$854K Buy
+34,995
New +$830K 0.04% 241

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Wilmington Trust National Association's MS Position: Q2 2014 in Review

Wilmington Trust National Association increased its Morgan Stanley (MS) stake by 1.8% in Q2 2014, buying an estimated $6.5K and bringing the position to 11,631 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #426.

Wilmington Trust National Association first reported a position in MS in Q2 2013 and has held it in 5 quarters since. The position peaked at $855K in Q4 2013. 733 funds tracked by Wall St. Rank hold MS as of Q2 2014.

  • Wilmington Trust National Association held 11,631 shares of Morgan Stanley worth $376K as of Q2 2014.
  • Wilmington Trust National Association bought 211 Morgan Stanley shares in Q2 2014, an estimated $6.5K.
  • Morgan Stanley made up 0.01% of Wilmington Trust National Association's portfolio in Q2 2014, its #426 holding.
  • Wilmington Trust National Association first reported a position in Morgan Stanley in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust National Association's Morgan Stanley position peaked at $855K in Q4 2013.
  • 733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.