Mercer Capital Advisers’s Morgan Stanley MS Stock Holding History

Mercer Capital Advisers’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 Q3	–	Sell	-200	Closed	-$9K	–	240
2018 Q2	$9K	Hold	200	–	–	0.01%	227
2018 Q1	$11K	Buy	+200	New	+$11.1K	0.01%	213

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mercer Capital Advisers's MS Position: Q3 2018 in Review

Mercer Capital Advisers sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 200 shares — an estimated $9K sold.

Mercer Capital Advisers first reported a position in MS in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

Mercer Capital Advisers reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
Mercer Capital Advisers sold 200 Morgan Stanley shares in Q3 2018, an estimated $9K.
Mercer Capital Advisers first reported a position in Morgan Stanley in Q1 2018 and held it in 2 quarters.
Mercer Capital Advisers's Morgan Stanley position peaked at $11K in Q1 2018.
1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Mercer Capital Advisers's 13F filing for Q3 2018, filed 29 Oct 2018.