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Lodestar Investment Counsel’s Morgan Stanley MS Stock Holding History

Lodestar Investment Counsel’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
-4,347
Closed -$202K – 171
2018
Q3 		$202K Hold
4,347
– – 0.02% 172
2018
Q2 		$206K Sell
4,347
-1,000
-19% -$52.3K 0.02% 173
2018
Q1 		$289K Buy
5,347
+660
+14% +$36.5K 0.03% 152
2017
Q4 		$246K Hold
4,687
– – 0.03% 161
2017
Q3 		$226K Buy
+4,687
New +$217K 0.03% 160

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lodestar Investment Counsel's MS Position: Q4 2018 in Review

Lodestar Investment Counsel sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 4,347 shares — an estimated $202K sold.

Lodestar Investment Counsel first reported a position in MS in Q3 2017 and held it in 5 quarters. The position peaked at $289K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

  • Lodestar Investment Counsel reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 4,347 Morgan Stanley shares in Q4 2018, an estimated $202K.
  • Lodestar Investment Counsel first reported a position in Morgan Stanley in Q3 2017 and held it in 5 quarters.
  • Lodestar Investment Counsel's Morgan Stanley position peaked at $289K in Q1 2018.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Lodestar Investment Counsel's 13F filing for Q4 2018, filed 18 Jan 2019.