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Accurate Investment Solutions’s Morgan Stanley MS Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-171
Closed -$6K – 240
2020
Q1 		$6K Buy
171
+1
+0.6% +$47 ﹤0.01% 330
2019
Q4 		$9K Buy
+170
New +$8.05K 0.01% 303
2018
Q3 		– Sell
-210
Closed -$10K – 457
2018
Q2 		$10K Hold
210
– – 0.01% 263
2018
Q1 		$11K Hold
210
– – 0.01% 247
2017
Q4 		$11K Hold
210
– – 0.01% 247
2017
Q3 		$10K Sell
210
-88
-30% -$4.08K 0.01% 259
2017
Q2 		$13K Buy
+298
New +$12.8K 0.01% 204
2016
Q2 		– Sell
-700
Closed -$18K – 352
2016
Q1 		$18K Buy
+700
New +$17.9K 0.02% 230

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Investment Solutions's MS Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 171 shares — an estimated $6K sold.

Accurate Investment Solutions first reported a position in MS in Q1 2016 and held it in 8 quarters. The position peaked at $18K in Q1 2016. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 171 Morgan Stanley shares in Q2 2020, an estimated $6K.
  • Accurate Investment Solutions first reported a position in Morgan Stanley in Q1 2016 and held it in 8 quarters.
  • Accurate Investment Solutions's Morgan Stanley position peaked at $18K in Q1 2016.
  • 1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.