Kiley Juergens Wealth Management’s Morgan Stanley MS Stock Holding History

Kiley Juergens Wealth 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 Q4	–	Sell	-306	Closed	-$14K	–	422
2018 Q3	$14K	Hold	306	–	–	0.01%	427
2018 Q2	$14K	Buy	+306	New	+$16K	0.01%	393
2018 Q1	–	Sell	-108	Closed	-$5K	–	410
2017 Q4	$5K	Buy	+108	New	+$5.46K	﹤0.01%	555

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

Kiley Juergens Wealth Management's MS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 306 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in MS in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 306 Morgan Stanley shares in Q4 2018, an estimated $14K.
Kiley Juergens Wealth Management first reported a position in Morgan Stanley in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Morgan Stanley position peaked at $14K in Q3 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.