Live Your Vision’s Morgan Stanley MS Stock Holding History

Live Your Vision’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	$39K	Hold	838	–	–	0.01%	136
2018 Q4	$35K	Buy	838 +1	+0.1%	+$44	0.01%	129
2018 Q3	$39K	Buy	837 +644	+334%	+$31.4K	0.01%	128
2018 Q2	$9K	Hold	193	–	–	﹤0.01%	234
2018 Q1	$11K	Buy	193 +1	+0.5%	+$55	﹤0.01%	170
2017 Q4	$11K	Hold	192	–	–	﹤0.01%	170
2017 Q3	$9K	Buy	192 +1	+0.5%	+$46	﹤0.01%	187
2017 Q2	$9K	Hold	191	–	–	﹤0.01%	192
2017 Q1	$8K	Hold	191	–	–	﹤0.01%	206
2016 Q4	$8K	Hold	191	–	–	﹤0.01%	197
2016 Q3	$6K	Buy	+191	New	+$5.7K	﹤0.01%	207
2015 Q4	–	Sell	-484	Closed	-$15K	–	202
2015 Q3	$15K	Buy	+484	New	+$17.6K	0.01%	163

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

Live Your Vision's MS Position: Q1 2019 in Review

Live Your Vision held its Morgan Stanley (MS) position steady in Q1 2019 at 838 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #136.

Live Your Vision first reported a position in MS in Q3 2015 and has held it in 12 quarters since. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Live Your Vision held 838 shares of Morgan Stanley worth $39K as of Q1 2019.
Live Your Vision left its Morgan Stanley share count unchanged in Q1 2019.
Morgan Stanley made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #136 holding.
Live Your Vision first reported a position in Morgan Stanley in Q3 2015 and has held it in 12 quarters since.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.