WIL
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Winifred I. Li’s Morgan Stanley MS Stock Holding History

Winifred I. Li’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
Q4 		$0 Buy
+5
New +$178 ﹤0.01% 544

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
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

Winifred I. Li's MS Position: Q4 2014 in Review

Winifred I. Li opened a new position in Morgan Stanley (MS) in Q4 2014: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings.

791 funds tracked by Wall St. Rank hold MS as of Q4 2014.

  • Winifred I. Li held 5 shares of Morgan Stanley worth $0 as of Q4 2014.
  • Morgan Stanley was a new Winifred I. Li position in Q4 2014.
  • Morgan Stanley made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #544 holding.
  • 791 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.