Coyle Financial Counsel’s Morgan Stanley MS Stock Holding History

Coyle Financial Counsel’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	-84	Closed	-$4K	–	205
2018 Q2	$4K	Buy	+84	New	+$4.39K	﹤0.01%	216

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coyle Financial Counsel's MS Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 84 shares — an estimated $4K sold.

Coyle Financial Counsel first reported a position in MS in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

Coyle Financial Counsel reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 84 Morgan Stanley shares in Q3 2018, an estimated $4K.
Coyle Financial Counsel first reported a position in Morgan Stanley in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Morgan Stanley position peaked at $4K in Q2 2018.
1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.