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Gradient Capital Advisors’s Morgan Stanley MS Stock Holding History

Gradient 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
2018
Q4 		– Sell
-4,584
Closed -$213K – 88
2018
Q3 		$213K Buy
4,584
+127
+3% +$6.2K 0.18% 85
2018
Q2 		$211K Buy
4,457
+19
+0.4% +$993 0.2% 81
2018
Q1 		$239K Buy
4,438
+18
+0.4% +$996 0.24% 68
2017
Q4 		$232K Buy
+4,420
New +$224K 0.24% 72

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gradient Capital Advisors's MS Position: Q4 2018 in Review

Gradient Capital Advisors sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 4,584 shares — an estimated $213K sold.

Gradient Capital Advisors first reported a position in MS in Q4 2017 and held it in 4 quarters. The position peaked at $239K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Gradient Capital Advisors reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Gradient Capital Advisors sold 4,584 Morgan Stanley shares in Q4 2018, an estimated $213K.
  • Gradient Capital Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 4 quarters.
  • Gradient Capital Advisors's Morgan Stanley position peaked at $239K in Q1 2018.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Gradient Capital Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.