GWA
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Guidant Wealth Advisors’s Morgan Stanley MS Stock Holding History

Guidant Wealth 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
Q3 		$107K Hold
2,500
– – 0.04% 136
2019
Q2 		$110K Hold
2,500
– – 0.04% 138
2019
Q1 		$106K Hold
2,500
– – 0.04% 141
2018
Q4 		$99K Sell
2,500
-34
-1% -$1.48K 0.05% 103
2018
Q3 		$118K Hold
2,534
– – 0.05% 51
2018
Q2 		$120K Buy
2,534
+34
+1% +$1.78K 0.05% 51
2018
Q1 		$131K Hold
2,500
– – 0.06% 47
2017
Q4 		$132K Buy
+2,500
New +$126K 0.06% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Guidant Wealth Advisors's MS Position: Q3 2019 in Review

Guidant Wealth Advisors held its Morgan Stanley (MS) position steady in Q3 2019 at 2,500 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #136.

Guidant Wealth Advisors first reported a position in MS in Q4 2017 and has held it in 8 quarters since. The position peaked at $132K in Q4 2017. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Guidant Wealth Advisors held 2,500 shares of Morgan Stanley worth $107K as of Q3 2019.
  • Guidant Wealth Advisors left its Morgan Stanley share count unchanged in Q3 2019.
  • Morgan Stanley made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #136 holding.
  • Guidant Wealth Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 8 quarters since.
  • Guidant Wealth Advisors's Morgan Stanley position peaked at $132K in Q4 2017.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.