First Allied Advisory Services’s Morgan Stanley MS Stock Holding History

First Allied 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
2020 Q3	$2.69M	Buy	57,502 +4,433	+8%	+$223K	0.09%	230
2020 Q2	$2.56M	Buy	53,069 +2,157	+4%	+$90.6K	0.09%	227
2020 Q1	$1.73M	Buy	50,912 +1,448	+3%	+$68.2K	0.07%	272
2019 Q4	$2.53M	Buy	49,464 +2,069	+4%	+$97.9K	0.09%	262
2019 Q3	$2.03M	Buy	47,395 +1,382	+3%	+$59.1K	0.07%	298
2019 Q2	$2.02M	Buy	46,013 +36	+0.1%	+$1.61K	0.07%	298
2019 Q1	$1.93M	Sell	45,977 -3,448	-7%	-$145K	0.07%	302
2018 Q4	$1.97M	Buy	49,425 +1,262	+3%	+$55.1K	0.08%	274
2018 Q3	$2.25M	Buy	48,163 +16,259	+51%	+$794K	0.08%	273
2018 Q2	$1.51M	Sell	31,904 -7,562	-19%	-$395K	0.06%	339
2018 Q1	$2.12M	Buy	39,466 +2,745	+7%	+$152K	0.08%	267
2017 Q4	$1.92M	Buy	36,721 +2,132	+6%	+$108K	0.08%	284
2017 Q3	$1.67M	Sell	34,589 -2,815	-8%	-$131K	0.07%	290
2017 Q2	$1.66M	Buy	37,404 +1,923	+5%	+$82.9K	0.07%	286
2017 Q1	$1.53M	Buy	35,481 +338	+1%	+$15K	0.08%	266
2016 Q4	$1.49M	Buy	35,143 +341	+1%	+$12.9K	0.08%	272
2016 Q3	$1.12M	Sell	34,802 -2,970	-8%	-$88.6K	0.06%	340
2016 Q2	$983K	Buy	37,772 +9,487	+34%	+$248K	0.05%	359
2016 Q1	$723K	Buy	28,285 +4,531	+19%	+$116K	0.04%	443
2015 Q4	$754K	Buy	23,754 +414	+2%	+$13.8K	0.04%	445
2015 Q3	$734K	Buy	23,340 +1,242	+6%	+$45.2K	0.04%	432
2015 Q2	$867K	Buy	22,098 +838	+4%	+$31.9K	0.04%	435
2015 Q1	$755K	Buy	21,260 +1,611	+8%	+$57.8K	0.05%	424
2014 Q4	$770K	Buy	19,649 +6,228	+46%	+$222K	0.06%	396
2014 Q3	$458K	Buy	13,421 +3,917	+41%	+$131K	0.04%	537
2014 Q2	$304K	Sell	9,504 -913	-9%	-$28.1K	0.02%	711
2014 Q1	$327K	Sell	10,417 -56	-0.5%	-$1.73K	0.02%	689
2013 Q4	$330K	Sell	10,473 -1,616	-13%	-$48K	0.03%	636
2013 Q3	$324K	Buy	12,089 +595	+5%	+$16K	0.02%	696
2013 Q2	$281K	Buy	+11,494	New	+$273K	0.02%	704

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Allied Advisory Services's MS Position: Q3 2020 in Review

First Allied Advisory Services increased its Morgan Stanley (MS) stake by 8.4% in Q3 2020, buying an estimated $223K and bringing the position to 57,502 shares worth $2.69M. The position accounts for 0.09% of the portfolio, ranked #230.

First Allied Advisory Services first reported a position in MS in Q2 2013 and has held it in 30 quarters since. 1,144 funds tracked by Wall St. Rank hold MS as of Q3 2020.

First Allied Advisory Services held 57,502 shares of Morgan Stanley worth $2.69M as of Q3 2020.
First Allied Advisory Services bought 4,433 Morgan Stanley shares in Q3 2020, an estimated $223K.
Morgan Stanley made up 0.09% of First Allied Advisory Services's portfolio in Q3 2020, its #230 holding.
First Allied Advisory Services first reported a position in Morgan Stanley in Q2 2013 and has held it in 30 quarters since.
1,144 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.