Kaizen Advisory’s Morgan Stanley MS Stock Holding History

Kaizen Advisory’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 Q4	$139K	Buy	3,494 +99	+3%	+$4.32K	0.1%	185
2018 Q3	$158K	Hold	3,395	–	–	0.08%	178
2018 Q2	$161K	Buy	3,395 +2,048	+152%	+$107K	0.08%	172
2018 Q1	$73K	Hold	1,347	–	–	0.07%	154
2017 Q4	$71K	Buy	+1,347	New	+$68.1K	0.04%	161

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Kaizen Advisory's MS Position: Q4 2018 in Review

Kaizen Advisory increased its Morgan Stanley (MS) stake by 2.9% in Q4 2018, buying an estimated $4.32K and bringing the position to 3,494 shares worth $139K. The position accounts for 0.1% of the portfolio, ranked #185.

Kaizen Advisory first reported a position in MS in Q4 2017 and has held it in 5 quarters since. The position peaked at $161K in Q2 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Kaizen Advisory held 3,494 shares of Morgan Stanley worth $139K as of Q4 2018.
Kaizen Advisory bought 99 Morgan Stanley shares in Q4 2018, an estimated $4.32K.
Morgan Stanley made up 0.1% of Kaizen Advisory's portfolio in Q4 2018, its #185 holding.
Kaizen Advisory first reported a position in Morgan Stanley in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Morgan Stanley position peaked at $161K in Q2 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.