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Guardian Capital (Canada)’s Morgan Stanley MS Stock Holding History

Guardian Capital (Canada)’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
-9,559
Closed -$502K – 193
2017
Q4 		$502K Buy
9,559
+4,837
+102% +$245K 0.01% 136
2017
Q3 		$227K Sell
4,722
-116
-2% -$5.38K ﹤0.01% 190
2017
Q2 		$216K Sell
4,838
-4,847
-50% -$209K ﹤0.01% 197
2017
Q1 		$415K Sell
9,685
-367
-4% -$16.3K 0.01% 166
2016
Q4 		$425K Sell
10,052
-1,103
-10% -$41.7K 0.01% 172
2016
Q3 		$358K Buy
+11,155
New +$333K 0.01% 163

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Guardian Capital (Canada)'s MS Position: Q1 2018 in Review

Guardian Capital (Canada) sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 9,559 shares — an estimated $502K sold.

Guardian Capital (Canada) first reported a position in MS in Q3 2016 and held it in 6 quarters. The position peaked at $502K in Q4 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Guardian Capital (Canada) reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Guardian Capital (Canada) sold 9,559 Morgan Stanley shares in Q1 2018, an estimated $502K.
  • Guardian Capital (Canada) first reported a position in Morgan Stanley in Q3 2016 and held it in 6 quarters.
  • Guardian Capital (Canada)'s Morgan Stanley position peaked at $502K in Q4 2017.
  • 1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2018, filed 15 May 2018.