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All Terrain Financial Advisors’s Morgan Stanley MS Stock Holding History

All Terrain Financial 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
Q3 		– Sell
-5,000
Closed -$237K – 254
2018
Q2 		$237K Buy
+5,000
New +$261K 0.11% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

All Terrain Financial Advisors's MS Position: Q3 2018 in Review

All Terrain Financial Advisors sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 1,000 shares — an estimated $47K sold.

All Terrain Financial Advisors first reported a position in MS in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • All Terrain Financial Advisors reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • All Terrain Financial Advisors sold 1,000 Morgan Stanley shares in Q3 2018, an estimated $47K.
  • All Terrain Financial Advisors first reported a position in Morgan Stanley in Q2 2018 and held it in 1 quarter.
  • All Terrain Financial Advisors's Morgan Stanley position peaked at $47K in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on All Terrain Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.