Houlihan Financial Resource Group’s Morgan Stanley MS Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$29K	Buy	+521	New	+$26.2K	0.02%	214

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Houlihan Financial Resource Group's MS Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Morgan Stanley (MS) in Q3 2020: 521 shares worth $29K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings.

1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

Houlihan Financial Resource Group held 521 shares of Morgan Stanley worth $29K as of Q3 2020.
Morgan Stanley was a new Houlihan Financial Resource Group position in Q3 2020.
Morgan Stanley made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #214 holding.
1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.