Bartlett & Co Wealth Management’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio MSF Stock Details MSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,900	Closed	-$30.9K	–	768
2018 Q4	$30.9K	Hold	1,900	–	–	﹤0.01%	473
2018 Q3	$29.6K	Hold	1,900	–	–	﹤0.01%	501
2018 Q2	$30.9K	Hold	1,900	–	–	﹤0.01%	482
2018 Q1	$35K	Buy	+1,900	New	+$35.7K	﹤0.01%	467

Other funds holding MSF

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Bartlett & Co Wealth Management's MSF Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Morgan Stanley Emerging Mkts Fd (MSF) in Q1 2019, closing a stake of 1,900 shares — an estimated $30.9K sold.

Bartlett & Co Wealth Management first reported a position in MSF in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q1 2018. 1 fund tracked by Wall St. Rank holds MSF as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining Morgan Stanley Emerging Mkts Fd position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,900 Morgan Stanley Emerging Mkts Fd shares in Q1 2019, an estimated $30.9K.
Bartlett & Co Wealth Management first reported a position in Morgan Stanley Emerging Mkts Fd in Q1 2018 and held it in 4 quarters.
Bartlett & Co Wealth Management's Morgan Stanley Emerging Mkts Fd position peaked at $35K in Q1 2018.
1 fund tracked by Wall St. Rank held Morgan Stanley Emerging Mkts Fd as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.