Alpha Omega Wealth Management’s Morgan Stanley MS Stock Holding History

Alpha Omega 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
2019 Q3	–	Sell	-49	Closed	-$2K	–	425
2019 Q2	$2K	Buy	+49	New	+$2.19K	﹤0.01%	566
2018 Q4	–	Sell	-500	Closed	-$23K	–	485
2018 Q3	$23K	Hold	500	–	–	0.01%	300
2018 Q2	$24K	Buy	+500	New	+$26.1K	0.01%	299

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Alpha Omega Wealth Management's MS Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 49 shares — an estimated $2K sold.

Alpha Omega Wealth Management first reported a position in MS in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

Alpha Omega Wealth Management reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 49 Morgan Stanley shares in Q3 2019, an estimated $2K.
Alpha Omega Wealth Management first reported a position in Morgan Stanley in Q2 2018 and held it in 3 quarters.
Alpha Omega Wealth Management's Morgan Stanley position peaked at $24K in Q2 2018.
1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.