Clarfeld Financial Advisors’s Morgan Stanley MS Stock Holding History

Clarfeld Financial 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	$9K	Buy	+227	New	+$9.91K	0.01%	246

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clarfeld Financial Advisors's MS Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Morgan Stanley (MS) in Q4 2018: 227 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

1,045 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Clarfeld Financial Advisors held 227 shares of Morgan Stanley worth $9K as of Q4 2018.
Morgan Stanley was a new Clarfeld Financial Advisors position in Q4 2018.
Morgan Stanley made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #246 holding.
1,045 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.