MBE Wealth Management’s Morgan Stanley MS Stock Holding History

MBE 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
2020 Q2	–	Sell	-451	Closed	-$15K	–	342
2020 Q1	$15K	Buy	+451	New	+$21.2K	0.01%	249

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MBE Wealth Management's MS Position: Q2 2020 in Review

MBE Wealth Management sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 451 shares — an estimated $15K sold.

MBE Wealth Management first reported a position in MS in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

MBE Wealth Management reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 451 Morgan Stanley shares in Q2 2020, an estimated $15K.
MBE Wealth Management first reported a position in Morgan Stanley in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Morgan Stanley position peaked at $15K in Q1 2020.
1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.