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Gupta Wealth Management’s Morgan Stanley MS Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-315
Closed -$10K – 1228
2015
Q4 		$10K Hold
315
– – ﹤0.01% 882
2015
Q3 		$10K Sell
315
-10
-3% -$364 ﹤0.01% 906
2015
Q2 		$13K Hold
325
– – ﹤0.01% 842
2015
Q1 		$12K Buy
+325
New +$11.7K ﹤0.01% 717

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's MS Position: Q1 2016 in Review

Gupta Wealth Management sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 315 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in MS in Q1 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Gupta Wealth Management reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 315 Morgan Stanley shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in Morgan Stanley in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Morgan Stanley position peaked at $13K in Q2 2015.
  • 766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.