Aevitas Wealth Management’s Morgan Stanley MS Stock Holding History

Aevitas Wealth Management’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 Q4	–	Sell	-200	Closed	-$9K	–	437
2018 Q3	$9K	Buy	+200	New	+$9.77K	0.01%	356

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's MS Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in MS in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Aevitas Wealth Management reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 200 Morgan Stanley shares in Q4 2018, an estimated $9K.
Aevitas Wealth Management first reported a position in Morgan Stanley in Q3 2018 and held it in 1 quarter.
Aevitas Wealth Management's Morgan Stanley position peaked at $9K in Q3 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.