JAM
MS icon

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

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State Street
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BlackRock
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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return