D. Scott Neal’s Morgan Stanley MS Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-128	Closed	-$7K	–	130
2018 Q1	$7K	Buy	+128	New	+$7.08K	﹤0.01%	134

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D. Scott Neal's MS Position: Q2 2018 in Review

D. Scott Neal sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 128 shares — an estimated $7K sold.

D. Scott Neal first reported a position in MS in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

D. Scott Neal reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 128 Morgan Stanley shares in Q2 2018, an estimated $7K.
D. Scott Neal first reported a position in Morgan Stanley in Q1 2018 and held it in 1 quarter.
D. Scott Neal's Morgan Stanley position peaked at $7K in Q1 2018.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.