Alterna Wealth Management’s Morgan Stanley MS Stock Holding History

Alterna 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 Q1	–	Sell	-14,531	Closed	-$648K	–	253
2018 Q4	$648K	Buy	+14,531	New	+$634K	0.11%	142

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

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

BlackRock New York $5.72T AUM 30.48% 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

Alterna Wealth Management's MS Position: Q1 2019 in Review

Alterna Wealth Management sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 14,531 shares — an estimated $648K sold.

Alterna Wealth Management first reported a position in MS in Q4 2018 and held it in 1 quarter. The position peaked at $648K in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Alterna Wealth Management reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Alterna Wealth Management sold 14,531 Morgan Stanley shares in Q1 2019, an estimated $648K.
Alterna Wealth Management first reported a position in Morgan Stanley in Q4 2018 and held it in 1 quarter.
Alterna Wealth Management's Morgan Stanley position peaked at $648K in Q4 2018.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.