Acorn Wealth Advisors’s Morgan Stanley MS Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-118	Closed	-$6K	–	694
2018 Q1	$6K	Hold	118	–	–	0.01%	604
2017 Q4	$6K	Buy	+118	New	+$5.97K	0.01%	576

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acorn Wealth Advisors's MS Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 118 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in MS in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

Acorn Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 118 Morgan Stanley shares in Q2 2018, an estimated $6K.
Acorn Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Morgan Stanley position peaked at $6K in Q1 2018.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.