Jolley Asset Management’s Morgan Stanley MS Stock Holding History

Jolley Asset 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
2018 Q3	–	Sell	-250	Closed	-$12K	–	129
2018 Q2	$12K	Hold	250	–	–	0.01%	143
2018 Q1	$13K	Hold	250	–	–	0.01%	146
2017 Q4	$13K	Hold	250	–	–	0.01%	137
2017 Q3	$12K	Hold	250	–	–	0.01%	140
2017 Q2	$11K	Hold	250	–	–	0.01%	143
2017 Q1	$11K	Hold	250	–	–	0.01%	131
2016 Q4	$11K	Buy	+250	New	+$9.45K	0.01%	131
2016 Q3	–	Sell	-925	Closed	-$24K	–	153
2016 Q2	$24K	Buy	925 +660	+249%	+$17.3K	0.02%	119
2016 Q1	$7K	Buy	+265	New	+$6.76K	0.01%	126

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jolley Asset Management's MS Position: Q3 2018 in Review

Jolley Asset Management sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 250 shares — an estimated $12K sold.

Jolley Asset Management first reported a position in MS in Q1 2016 and held it in 9 quarters. The position peaked at $24K in Q2 2016. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

Jolley Asset Management reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 250 Morgan Stanley shares in Q3 2018, an estimated $12K.
Jolley Asset Management first reported a position in Morgan Stanley in Q1 2016 and held it in 9 quarters.
Jolley Asset Management's Morgan Stanley position peaked at $24K in Q2 2016.
1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.