IP
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Intellectus Partners’s Morgan Stanley MS Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-500
Closed -$21K – 328
2019
Q1 		$21K Sell
500
-16
-3% -$673 0.01% 311
2018
Q4 		$20K Sell
516
-9,500
-95% -$415K 0.01% 177
2018
Q3 		$466K Hold
10,016
– – 0.16% 153
2018
Q2 		$475K Hold
10,016
– – 0.17% 141
2018
Q1 		$540K Hold
10,016
– – 0.19% 129
2017
Q4 		$526K Hold
10,016
– – 0.2% 129
2017
Q3 		$482K Hold
10,016
– – 0.2% 120
2017
Q2 		$446K Buy
10,016
+16
+0.2% +$690 0.2% 121
2017
Q1 		$428K Hold
10,000
– – 0.22% 118
2016
Q4 		$423K Buy
+10,000
New +$378K 0.22% 119

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intellectus Partners's MS Position: Q2 2019 in Review

Intellectus Partners sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 500 shares — an estimated $21K sold.

Intellectus Partners first reported a position in MS in Q4 2016 and held it in 10 quarters. The position peaked at $540K in Q1 2018. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • Intellectus Partners reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 500 Morgan Stanley shares in Q2 2019, an estimated $21K.
  • Intellectus Partners first reported a position in Morgan Stanley in Q4 2016 and held it in 10 quarters.
  • Intellectus Partners's Morgan Stanley position peaked at $540K in Q1 2018.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.