Lake Point Wealth Management’s Morgan Stanley MS Stock Holding History

Lake Point 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
2019 Q1	–	Sell	-5,407	Closed	-$214K	–	796
2018 Q4	$214K	Buy	+5,407	New	+$236K	0.08%	137

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

Lake Point Wealth Management's MS Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 5,407 shares — an estimated $214K sold.

Lake Point Wealth Management first reported a position in MS in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Lake Point Wealth Management reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 5,407 Morgan Stanley shares in Q1 2019, an estimated $214K.
Lake Point Wealth Management first reported a position in Morgan Stanley in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Morgan Stanley position peaked at $214K in Q4 2018.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.