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Winthrop Partners - WNY’s Morgan Stanley MS Stock Holding History

Winthrop Partners - WNY’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
2019
Q3 		$297K Hold
6,962
– – 0.2% 88
2019
Q2 		$305K Buy
6,962
+778
+13% +$34.7K 0.23% 85
2019
Q1 		$269K Buy
6,184
+622
+11% +$26.2K 0.21% 89
2018
Q4 		$221K Hold
5,562
– – 0.21% 91
2018
Q3 		$259K Hold
5,562
– – 0.21% 96
2018
Q2 		$264K Hold
5,562
– – 0.22% 94
2018
Q1 		$297K Hold
5,562
– – 0.23% 97
2017
Q4 		$326K Buy
+5,562
New +$281K 0.27% 93

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winthrop Partners - WNY's MS Position: Q3 2019 in Review

Winthrop Partners - WNY held its Morgan Stanley (MS) position steady in Q3 2019 at 6,962 shares worth $297K. The position accounts for 0.2% of the portfolio, ranked #88.

Winthrop Partners - WNY first reported a position in MS in Q4 2017 and has held it in 8 quarters since. The position peaked at $326K in Q4 2017. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Winthrop Partners - WNY held 6,962 shares of Morgan Stanley worth $297K as of Q3 2019.
  • Winthrop Partners - WNY left its Morgan Stanley share count unchanged in Q3 2019.
  • Morgan Stanley made up 0.2% of Winthrop Partners - WNY's portfolio in Q3 2019, its #88 holding.
  • Winthrop Partners - WNY first reported a position in Morgan Stanley in Q4 2017 and has held it in 8 quarters since.
  • Winthrop Partners - WNY's Morgan Stanley position peaked at $326K in Q4 2017.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.