CPA
MS icon

Clear Perspective Advisors’s Morgan Stanley MS Stock Holding History

Clear Perspective 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
Q3 		– Sell
-100
Closed -$5K – 330
2018
Q2 		$5K Hold
100
– – ﹤0.01% 424
2018
Q1 		$5K Hold
100
– – ﹤0.01% 405
2017
Q4 		$5K Hold
100
– – ﹤0.01% 391
2017
Q3 		$5K Hold
100
– – ﹤0.01% 389
2017
Q2 		$4K Hold
100
– – ﹤0.01% 402
2017
Q1 		$4K Hold
100
– – ﹤0.01% 362
2016
Q4 		$4K Buy
+100
New +$3.78K ﹤0.01% 356

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

Clear Perspective Advisors's MS Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in MS in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 100 Morgan Stanley shares in Q3 2018, an estimated $5K.
  • Clear Perspective Advisors first reported a position in Morgan Stanley in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Morgan Stanley position peaked at $5K in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.