CWP
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Capital Wealth Planning’s Morgan Stanley MS Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-32,050
Closed -$1.52M – 107
2018
Q2 		$1.52M Buy
32,050
+27,650
+628% +$1.44M 1.06% 21
2018
Q1 		$237K Buy
+4,400
New +$244K 0.16% 61

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Wealth Planning's MS Position: Q3 2018 in Review

Capital Wealth Planning sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 32,050 shares — an estimated $1.52M sold.

Capital Wealth Planning first reported a position in MS in Q1 2018 and held it in 2 quarters. The position peaked at $1.52M in Q2 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Capital Wealth Planning reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Capital Wealth Planning sold 32,050 Morgan Stanley shares in Q3 2018, an estimated $1.52M.
  • Capital Wealth Planning first reported a position in Morgan Stanley in Q1 2018 and held it in 2 quarters.
  • Capital Wealth Planning's Morgan Stanley position peaked at $1.52M in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Capital Wealth Planning's 13F filing for Q3 2018, filed 13 Nov 2018.