EWM
MS icon

Executive Wealth Management’s Morgan Stanley MS Stock Holding History

Executive 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
-358
Closed -$16K – 542
2019
Q2 		$16K Buy
358
+2
+0.6% +$89 ﹤0.01% 515
2019
Q1 		$15K Sell
356
-20
-5% -$842 ﹤0.01% 477
2018
Q4 		$15K Buy
+376
New +$16.4K ﹤0.01% 486

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

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

Executive Wealth Management sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 358 shares — an estimated $16K sold.

Executive Wealth Management first reported a position in MS in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Executive Wealth Management reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 358 Morgan Stanley shares in Q3 2019, an estimated $16K.
  • Executive Wealth Management first reported a position in Morgan Stanley in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Morgan Stanley position peaked at $16K in Q2 2019.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.