EFS
MS icon

Econ Financial Services’s Morgan Stanley MS Stock Holding History

Econ Financial Services’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
Q2 		$245K Buy
+5,592
New +$249K 0.34% 57

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Econ Financial Services's MS Position: Q2 2019 in Review

Econ Financial Services opened a new position in Morgan Stanley (MS) in Q2 2019: 5,592 shares worth $245K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings.

1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Econ Financial Services held 5,592 shares of Morgan Stanley worth $245K as of Q2 2019.
  • Morgan Stanley was a new Econ Financial Services position in Q2 2019.
  • Morgan Stanley made up 0.34% of Econ Financial Services's portfolio in Q2 2019, its #57 holding.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.