Fusion Family Wealth’s Morgan Stanley MS Stock Holding History

Fusion Family Wealth’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
2017 Q4	–	Sell	-156	Closed	-$8K	–	299
2017 Q3	$8K	Buy	+156	New	+$7.24K	﹤0.01%	163

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fusion Family Wealth's MS Position: Q4 2017 in Review

Fusion Family Wealth sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 156 shares — an estimated $8K sold.

Fusion Family Wealth first reported a position in MS in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

Fusion Family Wealth reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 156 Morgan Stanley shares in Q4 2017, an estimated $8K.
Fusion Family Wealth first reported a position in Morgan Stanley in Q3 2017 and held it in 1 quarter.
Fusion Family Wealth's Morgan Stanley position peaked at $8K in Q3 2017.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.