LifePlan Financial Group’s Morgan Stanley MS Stock Holding History

LifePlan Financial Group’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
2020 Q3	$7K	Hold	141	–	–	﹤0.01%	444
2020 Q2	$7K	Hold	141	–	–	﹤0.01%	449
2020 Q1	$5K	Hold	141	–	–	﹤0.01%	454
2019 Q4	$7K	Hold	141	–	–	﹤0.01%	443
2019 Q3	$6K	Hold	141	–	–	﹤0.01%	449
2019 Q2	$6K	Hold	141	–	–	﹤0.01%	444
2019 Q1	$6K	Hold	141	–	–	﹤0.01%	441
2018 Q4	$6K	Hold	141	–	–	﹤0.01%	431
2018 Q3	$7K	Hold	141	–	–	﹤0.01%	417
2018 Q2	$7K	Hold	141	–	–	﹤0.01%	405
2018 Q1	$8K	Buy	+141	New	+$7.8K	﹤0.01%	383

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LifePlan Financial Group's MS Position: Q3 2020 in Review

LifePlan Financial Group held its Morgan Stanley (MS) position steady in Q3 2020 at 141 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

LifePlan Financial Group first reported a position in MS in Q1 2018 and has held it in 11 quarters since. The position peaked at $8K in Q1 2018. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

LifePlan Financial Group held 141 shares of Morgan Stanley worth $7K as of Q3 2020.
LifePlan Financial Group left its Morgan Stanley share count unchanged in Q3 2020.
Morgan Stanley made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #444 holding.
LifePlan Financial Group first reported a position in Morgan Stanley in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Morgan Stanley position peaked at $8K in Q1 2018.
1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.