Goodman Financial’s Morgan Stanley MS Stock Holding History

Goodman Financial’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	–	Sell	-156	Closed	-$8K	–	104
2017 Q4	$8K	Buy	+156	New	+$7.89K	﹤0.01%	134

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

Goodman Financial's MS Position: Q1 2018 in Review

Goodman Financial sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 156 shares — an estimated $8K sold.

Goodman Financial first reported a position in MS in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

Goodman Financial reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
Goodman Financial sold 156 Morgan Stanley shares in Q1 2018, an estimated $8K.
Goodman Financial first reported a position in Morgan Stanley in Q4 2017 and held it in 1 quarter.
Goodman Financial's Morgan Stanley position peaked at $8K in Q4 2017.
1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.