American Money Management’s Morgan Stanley MS Stock Holding History

American Money 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	-7,672	Closed	-$304K	–	80
2018 Q4	$304K	Sell	7,672 -268	-3%	-$11.7K	0.19%	62
2018 Q3	$370K	Sell	7,940 -47,379	-86%	-$2.31M	0.21%	61
2018 Q2	$2.62M	Sell	55,319 -388	-0.7%	-$20.3K	1.59%	31
2018 Q1	$3.01M	Sell	55,707 -3,372	-6%	-$187K	1.88%	26
2017 Q4	$3.1M	Sell	59,079 -16,521	-22%	-$835K	1.88%	26
2017 Q3	$3.64M	Sell	75,600 -780	-1%	-$36.2K	2.42%	10
2017 Q2	$3.4M	Buy	76,380 +5,472	+8%	+$236K	2.42%	8
2017 Q1	$3.04M	Buy	70,908 +2,438	+4%	+$108K	2.24%	12
2016 Q4	$2.89M	Sell	68,470 -2,170	-3%	-$82.1K	2.33%	13
2016 Q3	$2.27M	Buy	+70,640	New	+$2.11M	1.81%	30

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Money Management's MS Position: Q1 2019 in Review

American Money Management sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 7,672 shares — an estimated $304K sold.

American Money Management first reported a position in MS in Q3 2016 and held it in 10 quarters. The position peaked at $3.64M in Q3 2017. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

American Money Management reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
American Money Management sold 7,672 Morgan Stanley shares in Q1 2019, an estimated $304K.
American Money Management first reported a position in Morgan Stanley in Q3 2016 and held it in 10 quarters.
American Money Management's Morgan Stanley position peaked at $3.64M in Q3 2017.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on American Money Management's 13F filing for Q1 2019, filed 8 May 2019.