JOYN Advisors’s Morgan Stanley MS Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-732	Closed	-$29K	–	907
2018 Q4	$29K	Sell	732 -572	-44%	-$25K	0.01%	521
2018 Q3	$61K	Buy	1,304 +477	+58%	+$23.3K	0.01%	347
2018 Q2	$39K	Buy	827 +688	+495%	+$36K	0.01%	467
2018 Q1	$8K	Buy	+139	New	+$7.69K	﹤0.01%	794

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

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

Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's MS Position: Q1 2019 in Review

JOYN Advisors sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 732 shares — an estimated $29K sold.

JOYN Advisors first reported a position in MS in Q1 2018 and held it in 4 quarters. The position peaked at $61K in Q3 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

JOYN Advisors reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 732 Morgan Stanley shares in Q1 2019, an estimated $29K.
JOYN Advisors first reported a position in Morgan Stanley in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Morgan Stanley position peaked at $61K in Q3 2018.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.