Arbor Wealth Management’s Morgan Stanley MS Stock Holding History

Arbor 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 Q2	–	Sell	-266	Closed	-$11K	–	229
2019 Q1	$11K	Buy	+266	New	+$11.2K	0.01%	129

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arbor Wealth Management's MS Position: Q2 2019 in Review

Arbor Wealth Management sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 266 shares — an estimated $11K sold.

Arbor Wealth Management first reported a position in MS in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

Arbor Wealth Management reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
Arbor Wealth Management sold 266 Morgan Stanley shares in Q2 2019, an estimated $11K.
Arbor Wealth Management first reported a position in Morgan Stanley in Q1 2019 and held it in 1 quarter.
Arbor Wealth Management's Morgan Stanley position peaked at $11K in Q1 2019.
1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.