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FinTrust Investment Advisory Services’s Morgan Stanley MS Stock Holding History

FinTrust Investment Advisory 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
2018
Q1 		$259K Sell
4,807
-100
-2% -$5.54K 0.24% 85
2017
Q4 		$258K Sell
4,907
-238
-5% -$12K 0.23% 89
2017
Q3 		$248K Buy
+5,145
New +$239K 0.24% 91

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VH
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FinTrust Investment Advisory Services's MS Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Morgan Stanley (MS) stake by 2% in Q1 2018, selling an estimated $5.54K and leaving 4,807 shares worth $259K. The position accounts for 0.24% of the portfolio, ranked #85.

FinTrust Investment Advisory Services first reported a position in MS in Q3 2017 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • FinTrust Investment Advisory Services held 4,807 shares of Morgan Stanley worth $259K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 100 Morgan Stanley shares in Q1 2018, an estimated $5.54K.
  • Morgan Stanley made up 0.24% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #85 holding.
  • FinTrust Investment Advisory Services first reported a position in Morgan Stanley in Q3 2017 and has held it in 3 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.