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Doyle Wealth Management’s Morgan Stanley MS Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-1,736
Closed -$76K – 538
2019
Q2 		$76K Buy
+1,736
New +$77.4K 0.01% 300
2019
Q1 		– Sell
-1,736
Closed -$69K – 523
2018
Q4 		$69K Buy
+1,736
New +$75.8K 0.01% 306

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Doyle Wealth Management's MS Position: Q3 2019 in Review

Doyle Wealth Management sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 1,736 shares — an estimated $76K sold.

Doyle Wealth Management first reported a position in MS in Q4 2018 and held it in 2 quarters. The position peaked at $76K in Q2 2019. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Doyle Wealth Management reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,736 Morgan Stanley shares in Q3 2019, an estimated $76K.
  • Doyle Wealth Management first reported a position in Morgan Stanley in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Morgan Stanley position peaked at $76K in Q2 2019.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.