Mid Atlantic Financial Management’s Morgan Stanley MS Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$318K	Sell	3,271 -33	-1%	-$3.27K	0.02%	637
2021 Q2	$303K	Sell	3,304 -431	-12%	-$37K	0.02%	662
2021 Q1	$290K	Buy	+3,735	New	+$286K	0.02%	645
2019 Q3	–	Sell	-5,593	Closed	-$245K	–	745
2019 Q2	$245K	Sell	5,593 -3,315	-37%	-$148K	0.03%	578
2019 Q1	$376K	Sell	8,908 -205	-2%	-$8.63K	0.04%	441
2018 Q4	$361K	Buy	+9,113	New	+$398K	0.04%	426

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mid Atlantic Financial Management's MS Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Morgan Stanley (MS) stake by 1% in Q3 2021, selling an estimated $3.27K and leaving 3,271 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #637.

Mid Atlantic Financial Management first reported a position in MS in Q4 2018 and has held it in 6 quarters since. The position peaked at $376K in Q1 2019. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Mid Atlantic Financial Management held 3,271 shares of Morgan Stanley worth $318K as of Q3 2021.
Mid Atlantic Financial Management sold 33 Morgan Stanley shares in Q3 2021, an estimated $3.27K.
Morgan Stanley made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #637 holding.
Mid Atlantic Financial Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 6 quarters since.
Mid Atlantic Financial Management's Morgan Stanley position peaked at $376K in Q1 2019.
1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.