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Allegis Investment Advisors’s Morgan Stanley MS Stock Holding History

Allegis Investment 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
Q1 		– Sell
-3,923
Closed -$206K – 229
2017
Q4 		$206K Buy
+3,923
New +$198K 0.06% 221
2016
Q1 		– Sell
-610
Closed -$19K – 646
2015
Q4 		$19K Buy
+610
New +$20.3K 0.01% 517

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Allegis Investment Advisors's MS Position: Q1 2018 in Review

Allegis Investment Advisors sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 3,923 shares — an estimated $206K sold.

Allegis Investment Advisors first reported a position in MS in Q4 2015 and held it in 2 quarters. The position peaked at $206K in Q4 2017. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Allegis Investment Advisors reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Allegis Investment Advisors sold 3,923 Morgan Stanley shares in Q1 2018, an estimated $206K.
  • Allegis Investment Advisors first reported a position in Morgan Stanley in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's Morgan Stanley position peaked at $206K in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.