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MORGAN STANLEY RESEARCH 35
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INDUSTRY COVERAGE: Brokers & Asset Managers
COMPANY (TICKER) RATING (AS OF) PRICE* (01/29/2018)
Michael J. Cyprys, CFA, CPA
Apollo Global Management LLC (APO.N) O (01/03/2018) $35.60
Ares Management, L.P. (ARES.N) E (12/15/2014) $24.50
BlackRock Inc. (BLK.N) O (09/18/2015) $574.42
Charles Schwab Corp (SCHW.N) O (09/26/2016) $54.05
E*Trade Financial Corp (ETFC.O) O (01/03/2018) $52.62
Franklin Resources Inc. (BEN.N) U (03/16/2017) $45.12
Hamilton Lane Incorporated (HLNE.O) E (10/05/2017) $38.31
Invesco (IVZ.N) E (01/03/2018) $37.48
KKR & CO. L.P. (KKR.N) E (02/17/2016) $24.25
Legg Mason Inc. (LM.N) U (10/05/2017) $44.27
LPL Financial Holdings Inc. (LPLA.O) E (01/03/2018) $60.11
Oaktree Capital Group, LLC (OAK.N) O (12/15/2014) $45.30
OM Asset Management Plc (OMAM.N) E (01/26/2016) $18.19
T. Rowe Price Group, Inc. (TROW.O) E (10/05/2017) $117.55
TD Ameritrade Holding Corp. (AMTD.O) E (09/26/2016) $55.59
The Blackstone Group L.P. (BX.N) O (12/15/2014) $36.56
The Carlyle Group L.P. (CG.O) O (02/17/2016) $25.50
Virtus Investment Partners (VRTS.O) E (06/01/2017) $129.80
Waddell & Reed Financial Inc (WDR.N) U (09/18/2015) $23.18
WisdomTree Investments, Inc. (WETF.O) E (09/18/2015) $12.13
Stock Ratings are subject to change. Please see latest
research for each company.
* Historical prices are not split adjusted.
MORGAN STANLEY RESEARCH 37
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