LWM
MS icon

Lenox Wealth Management’s Morgan Stanley MS Stock Holding History

Lenox 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
Q3 		– Sell
-200
Closed -$8K – 713
2019
Q2 		$8K Hold
200
– – ﹤0.01% 458
2019
Q1 		$8K Hold
200
– – ﹤0.01% 466
2018
Q4 		$8K Hold
200
– – ﹤0.01% 416
2018
Q3 		$9K Sell
200
-51
-20% -$2.49K ﹤0.01% 430
2018
Q2 		$12K Sell
251
-322
-56% -$16.8K ﹤0.01% 351
2018
Q1 		$30K Buy
573
+9
+2% +$498 0.01% 255
2017
Q4 		$30K Sell
564
-132
-19% -$6.67K 0.01% 270
2017
Q3 		$33K Buy
696
+79
+13% +$3.66K 0.01% 269
2017
Q2 		$27K Buy
+617
New +$26.6K 0.01% 272
2015
Q3 		– Sell
-346
Closed -$12.6K – 142
2015
Q2 		$13K Buy
346
+1
+0.3% +$38 0.01% 110
2015
Q1 		$12K Buy
345
+2
+0.6% +$72 0.01% 115
2014
Q4 		$13K Hold
343
– – 0.01% 114
2014
Q3 		$12K Buy
343
+1
+0.3% +$33 0.01% 123
2014
Q2 		$11K Sell
342
-1,499
-81% -$46.2K 0.01% 125
2014
Q1 		$57K Buy
1,841
+1,501
+441% +$46.4K 0.03% 85
2013
Q4 		$11K Buy
+340
New +$10.1K 0.01% 140

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lenox Wealth Management's MS Position: Q3 2019 in Review

Lenox Wealth Management sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 200 shares — an estimated $8K sold.

Lenox Wealth Management first reported a position in MS in Q4 2013 and held it in 16 quarters. The position peaked at $57K in Q1 2014. 1,015 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Lenox Wealth Management reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 200 Morgan Stanley shares in Q3 2019, an estimated $8K.
  • Lenox Wealth Management first reported a position in Morgan Stanley in Q4 2013 and held it in 16 quarters.
  • Lenox Wealth Management's Morgan Stanley position peaked at $57K in Q1 2014.
  • 1,015 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.