FANJ
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Financial Architects (New Jersey)’s Morgan Stanley MS Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-56
Closed -$3K – 569
2020
Q2 		$3K Hold
56
– – ﹤0.01% 779
2020
Q1 		$2K Hold
56
– – ﹤0.01% 786
2019
Q4 		$3K Sell
56
-2,500
-98% -$118K ﹤0.01% 811
2019
Q3 		$109K Buy
2,556
+2,365
+1,238% +$101K 0.03% 318
2019
Q2 		$8K Sell
191
-617
-76% -$27.5K ﹤0.01% 931
2019
Q1 		$34K Buy
808
+557
+222% +$23.4K 0.01% 723
2018
Q4 		$10K Buy
251
+68
+37% +$2.97K ﹤0.01% 996
2018
Q3 		$9K Sell
183
-107
-37% -$5.22K ﹤0.01% 1137
2018
Q2 		$14K Sell
290
-588
-67% -$30.7K ﹤0.01% 906
2018
Q1 		$47K Sell
878
-69
-7% -$3.82K 0.01% 626
2017
Q4 		$50K Hold
947
– – 0.01% 683
2017
Q3 		$46K Buy
947
+160
+20% +$7.42K 0.01% 713
2017
Q2 		$35K Sell
787
-195
-20% -$8.41K 0.01% 791
2017
Q1 		$43K Buy
982
+385
+64% +$17.1K 0.01% 705
2016
Q4 		$25K Sell
597
-201
-25% -$7.6K 0.01% 781
2016
Q3 		$26K Buy
798
+49
+7% +$1.46K 0.01% 770
2016
Q2 		$20K Buy
749
+602
+410% +$15.7K 0.01% 786
2016
Q1 		$4K Buy
+147
New +$3.75K ﹤0.01% 937
2015
Q3 		– Sell
-187
Closed -$7K – 638
2015
Q2 		$7K Sell
187
-1,830
-91% -$69.6K ﹤0.01% 874
2015
Q1 		$54K Buy
2,017
+559
+38% +$20.1K 0.02% 388
2014
Q4 		$42K Buy
+1,458
New +$51.9K 0.02% 370
2013
Q4 		– Sell
-325
Closed -$8K – 401
2013
Q3 		$8K Buy
325
+125
+63% +$3.35K 0.01% 517
2013
Q2 		$5K Buy
+200
New +$4.74K ﹤0.01% 558

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Architects (New Jersey)'s MS Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 56 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in MS in Q2 2013 and held it in 23 quarters. The position peaked at $109K in Q3 2019. 1,144 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 56 Morgan Stanley shares in Q3 2020, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Morgan Stanley in Q2 2013 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Morgan Stanley position peaked at $109K in Q3 2019.
  • 1,144 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.