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Clear Investment Research’s Morgan Stanley MS Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-15
Closed -$1K – 275
2019
Q3 		$1K Hold
15
– – ﹤0.01% 181
2019
Q2 		$1K Hold
15
– – ﹤0.01% 180
2019
Q1 		$1K Hold
15
– – ﹤0.01% 176
2018
Q4 		$1K Hold
15
– – ﹤0.01% 167
2018
Q3 		$1K Buy
+15
New +$732 ﹤0.01% 175

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clear Investment Research's MS Position: Q4 2019 in Review

Clear Investment Research sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Clear Investment Research first reported a position in MS in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Clear Investment Research reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 15 Morgan Stanley shares in Q4 2019, an estimated $1K.
  • Clear Investment Research first reported a position in Morgan Stanley in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's Morgan Stanley position peaked at $1K in Q3 2019.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.