Ballew Advisors’s Morgan Stanley MS Stock Holding History

Ballew Advisors’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	-56	Closed	-$2K	–	322
2018 Q3	$2K	Buy	+56	New	+$2.73K	﹤0.01%	410

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

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

Ballew Advisors's MS Position: Q4 2018 in Review

Ballew Advisors sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 56 shares — an estimated $2K sold.

Ballew Advisors first reported a position in MS in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Ballew Advisors reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 56 Morgan Stanley shares in Q4 2018, an estimated $2K.
Ballew Advisors first reported a position in Morgan Stanley in Q3 2018 and held it in 1 quarter.
Ballew Advisors's Morgan Stanley position peaked at $2K in Q3 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.