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CXI Advisors’s Morgan Stanley MS Stock Holding History

CXI 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
2019
Q4 		$11K Buy
+209
New +$9.89K 0.02% 113

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

CXI Advisors's MS Position: Q4 2019 in Review

CXI Advisors opened a new position in Morgan Stanley (MS) in Q4 2019: 209 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings.

1,094 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • CXI Advisors held 209 shares of Morgan Stanley worth $11K as of Q4 2019.
  • Morgan Stanley was a new CXI Advisors position in Q4 2019.
  • Morgan Stanley made up 0.02% of CXI Advisors's portfolio in Q4 2019, its #113 holding.
  • 1,094 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.