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Cynosure Advisors’s Morgan Stanley MS Stock Holding History

Cynosure 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
-22,301
Closed -$1.06M – 134
2018
Q2 		$1.06M Hold
22,301
– – 0.29% 40
2018
Q1 		$1.2M Buy
22,301
+224
+1% +$12.4K 0.3% 35
2017
Q4 		$1.16M Buy
+22,077
New +$1.12M 0.27% 35

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

Cynosure Advisors's MS Position: Q3 2018 in Review

Cynosure Advisors sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 22,301 shares — an estimated $1.06M sold.

Cynosure Advisors first reported a position in MS in Q4 2017 and held it in 3 quarters. The position peaked at $1.2M in Q1 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Cynosure Advisors reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 22,301 Morgan Stanley shares in Q3 2018, an estimated $1.06M.
  • Cynosure Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Morgan Stanley position peaked at $1.2M in Q1 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.