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Gideon Capital Advisors’s Morgan Stanley MS Stock Holding History

Gideon Capital Advisors’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
Q4 		– Sell
-67,899
Closed -$2.9M – 352
2019
Q3 		$2.9M Buy
67,899
+45,267
+200% +$1.93M 0.95% 12
2019
Q2 		$992K Buy
22,632
+17,474
+339% +$779K 0.34% 115
2019
Q1 		$218K Sell
5,158
-36,052
-87% -$1.52M 0.08% 338
2018
Q4 		$1.63M Sell
41,210
-18,726
-31% -$817K 0.67% 34
2018
Q3 		$2.79M Buy
59,936
+14,916
+33% +$728K 1.31% 9
2018
Q2 		$2.13M Buy
+45,020
New +$2.35M 1.07% 8
2017
Q4 		– Sell
-30,344
Closed -$1.46M – 365
2017
Q3 		$1.46M Buy
30,344
+16,766
+123% +$778K 1.44% 5
2017
Q2 		$605K Sell
13,578
-9,074
-40% -$391K 0.67% 26
2017
Q1 		$970K Sell
22,652
-3,297
-13% -$146K 0.58% 20
2016
Q4 		$1.1M Buy
+25,949
New +$981K 0.7% 5
2016
Q2 		– Sell
-22,225
Closed -$556K – 235
2016
Q1 		$556K Buy
22,225
+1,096
+5% +$28K 0.69% 53
2015
Q4 		$672K Sell
21,129
-17,869
-46% -$594K 0.49% 75
2015
Q3 		$1.23M Buy
+38,998
New +$1.42M 0.72% 46
2015
Q2 		– Sell
-70,598
Closed -$2.52M – 296
2015
Q1 		$2.52M Buy
+70,598
New +$2.53M 1.02% 17
2014
Q3 		– Sell
-70,329
Closed -$2.27M – 336
2014
Q2 		$2.27M Sell
70,329
-13,344
-16% -$411K 0.82% 33
2014
Q1 		$2.61M Buy
83,673
+21,496
+35% +$664K 1.45% 10
2013
Q4 		$1.95M Buy
+62,177
New +$1.85M 1.16% 13

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gideon Capital Advisors's MS Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 67,899 shares — an estimated $2.9M sold.

Gideon Capital Advisors first reported a position in MS in Q4 2013 and held it in 17 quarters. The position peaked at $2.9M in Q3 2019. 1,094 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 67,899 Morgan Stanley shares in Q4 2019, an estimated $2.9M.
  • Gideon Capital Advisors first reported a position in Morgan Stanley in Q4 2013 and held it in 17 quarters.
  • Gideon Capital Advisors's Morgan Stanley position peaked at $2.9M in Q3 2019.
  • 1,094 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.