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Beacon Capital Management Inc (Ohio)’s Morgan Stanley MS Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-350
Closed -$15K – 142
2019
Q1 		$15K Buy
+350
New +$14.7K ﹤0.01% 49
2016
Q1 		– Sell
-8
Closed – – 286
2015
Q4 		$0 Buy
+8
New +$266 ﹤0.01% 328

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VH
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AAMU
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Beacon Capital Management Inc (Ohio)'s MS Position: Q2 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 350 shares — an estimated $15K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MS in Q4 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 350 Morgan Stanley shares in Q2 2019, an estimated $15K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Morgan Stanley in Q4 2015 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Morgan Stanley position peaked at $15K in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2019, filed 18 Jul 2019.