American Economic Planning Group’s Morgan Stanley MS Stock Holding History

American Economic Planning Group’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	$243K	Hold	5,698	–	–	0.07%	78
2019 Q2	$250K	Sell	5,698 -150	-3%	-$6.69K	0.08%	79
2019 Q1	$247K	Sell	5,848 -118	-2%	-$4.97K	0.08%	76
2018 Q4	$237K	Hold	5,966	–	–	0.08%	69
2018 Q3	$278K	Sell	5,966 -1	-0%	-$49	0.1%	57
2018 Q2	$283K	Hold	5,967	–	–	0.1%	58
2018 Q1	$322K	Buy	5,967 +133	+2%	+$7.36K	0.12%	62
2017 Q4	$306K	Buy	+5,834	New	+$295K	0.11%	60

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

American Economic Planning Group's MS Position: Q3 2019 in Review

American Economic Planning Group held its Morgan Stanley (MS) position steady in Q3 2019 at 5,698 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #78.

American Economic Planning Group first reported a position in MS in Q4 2017 and has held it in 8 quarters since. The position peaked at $322K in Q1 2018. 1,015 funds tracked by Wall St. Rank hold MS as of Q3 2019.

American Economic Planning Group held 5,698 shares of Morgan Stanley worth $243K as of Q3 2019.
American Economic Planning Group left its Morgan Stanley share count unchanged in Q3 2019.
Morgan Stanley made up 0.07% of American Economic Planning Group's portfolio in Q3 2019, its #78 holding.
American Economic Planning Group first reported a position in Morgan Stanley in Q4 2017 and has held it in 8 quarters since.
American Economic Planning Group's Morgan Stanley position peaked at $322K in Q1 2018.
1,015 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.