EA
MS icon

Edge Advisors’s Morgan Stanley MS Stock Holding History

Edge 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
Q2 		$294K Hold
6,218
– – 0.03% 269
2018
Q1 		$335K Sell
6,218
-72
-1% -$3.98K 0.03% 256
2017
Q4 		$330K Buy
6,290
+419
+7% +$21.2K 0.03% 253
2017
Q3 		$282K Hold
5,871
– – 0.03% 268
2017
Q2 		$260K Sell
5,871
-1,975
-25% -$85.2K 0.03% 284
2017
Q1 		$335K Hold
7,846
– – 0.04% 262
2016
Q4 		$330K Buy
+7,846
New +$297K 0.04% 256

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

Edge Advisors's MS Position: Q2 2018 in Review

Edge Advisors held its Morgan Stanley (MS) position steady in Q2 2018 at 6,218 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #269.

Edge Advisors first reported a position in MS in Q4 2016 and has held it in 7 quarters since. The position peaked at $335K in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

  • Edge Advisors held 6,218 shares of Morgan Stanley worth $294K as of Q2 2018.
  • Edge Advisors left its Morgan Stanley share count unchanged in Q2 2018.
  • Morgan Stanley made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #269 holding.
  • Edge Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Morgan Stanley position peaked at $335K in Q1 2018.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.