Cadinha & Co’s Morgan Stanley MS Stock Holding History

Cadinha & Co’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 Q2	–	Sell	-4,200	Closed	-$227K	–	133
2018 Q1	$227K	Sell	4,200 -268	-6%	-$14.8K	0.05%	121
2017 Q4	$234K	Hold	4,468	–	–	0.03%	125
2017 Q3	$215K	Buy	+4,468	New	+$207K	0.04%	126

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cadinha & Co's MS Position: Q2 2018 in Review

Cadinha & Co sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 4,200 shares — an estimated $227K sold.

Cadinha & Co first reported a position in MS in Q3 2017 and held it in 3 quarters. The position peaked at $234K in Q4 2017. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

Cadinha & Co reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
Cadinha & Co sold 4,200 Morgan Stanley shares in Q2 2018, an estimated $227K.
Cadinha & Co first reported a position in Morgan Stanley in Q3 2017 and held it in 3 quarters.
Cadinha & Co's Morgan Stanley position peaked at $234K in Q4 2017.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Cadinha & Co's 13F filing for Q2 2018, filed 7 Aug 2018.