JBJ Investment Partners’s Morgan Stanley MS Stock Holding History

JBJ Investment 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	-900	Closed	-$38K	–	143
2019 Q1	$38K	Buy	+900	New	+$37.9K	0.01%	104

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JBJ Investment Partners's MS Position: Q2 2019 in Review

JBJ Investment Partners sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 900 shares — an estimated $38K sold.

JBJ Investment Partners first reported a position in MS in Q1 2019 and held it in 1 quarter. The position peaked at $38K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

JBJ Investment Partners reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
JBJ Investment Partners sold 900 Morgan Stanley shares in Q2 2019, an estimated $38K.
JBJ Investment Partners first reported a position in Morgan Stanley in Q1 2019 and held it in 1 quarter.
JBJ Investment Partners's Morgan Stanley position peaked at $38K in Q1 2019.
1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.