ACS
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Archford Capital Strategies’s Morgan Stanley MS Stock Holding History

Archford Capital Strategies’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
2018
Q4 		– Sell
-527
Closed -$25K – 521
2018
Q3 		$25K Hold
527
– – 0.01% 333
2018
Q2 		$25K Hold
527
– – 0.01% 347
2018
Q1 		$28K Buy
+527
New +$29.2K 0.01% 247
2017
Q2 		– Sell
-1,054
Closed -$45K – 464
2017
Q1 		$45K Hold
1,054
– – 0.02% 292
2016
Q4 		$44K Hold
1,054
– – 0.02% 261
2016
Q3 		$33K Hold
1,054
– – 0.01% 291
2016
Q2 		$27K Buy
+1,054
New +$27.6K 0.01% 306
2016
Q1 		– Sell
-1,054
Closed -$34K – 438
2015
Q4 		$34K Buy
+1,054
New +$35K 0.02% 298

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM