Morgan Stanley
WVFC

Morgan Stanley’s WVS Financial Corp WVFC Stock Holding History

Morgan Stanley’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1
Closed – – 6804
2020
Q1 		$0 Hold
1
– – ﹤0.01% 6810
2019
Q4 		$0 Hold
1
– – ﹤0.01% 6850
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6846
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6822
2019
Q1 		$0 Hold
1
– – ﹤0.01% 6777
2018
Q4 		$0 Hold
1
– – ﹤0.01% 6809
2018
Q3 		$0 Hold
1
– – ﹤0.01% 6868
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6796
2018
Q1 		$0 Hold
1
– – ﹤0.01% 6758
2017
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 6709
2017
Q3 		– Sell
-149
Closed -$2K – 6660
2017
Q2 		$2K Buy
+149
New +$2.28K ﹤0.01% 6473
2016
Q2 		– Sell
-3
Closed – – 6725
2016
Q1 		$0 Sell
3
-1
-25% -$12 ﹤0.01% 6790
2015
Q4 		$0 Buy
+4
New +$47 ﹤0.01% 6860
2015
Q3 		– Sell
-3
Closed – – 6780
2015
Q2 		$0 Hold
3
– – ﹤0.01% 6802
2015
Q1 		$0 Hold
3
– – ﹤0.01% 6708
2014
Q4 		$0 Sell
3
-800
-100% -$8.72K ﹤0.01% 6717
2014
Q3 		$9K Sell
803
-200
-20% -$2.18K ﹤0.01% 6219
2014
Q2 		$11K Hold
1,003
– – ﹤0.01% 6168
2014
Q1 		$12K Buy
1,003
+3
+0.3% +$35 ﹤0.01% 6087
2013
Q4 		$12K Buy
+1,000
New +$11.5K ﹤0.01% 6006

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley's WVFC Position: Q2 2020 in Review

Morgan Stanley sold out of WVS Financial Corp (WVFC) in Q2 2020, closing a stake of 1 share.

Morgan Stanley first reported a position in WVFC in Q4 2013 and held it in 20 quarters. The position peaked at $12K in Q1 2014. 12 funds tracked by Wall St. Rank hold WVFC as of Q2 2020.

  • Morgan Stanley reported no remaining WVS Financial Corp position as of Q2 2020 after selling out during the quarter.
  • Morgan Stanley sold 1 WVS Financial Corp share in Q2 2020.
  • Morgan Stanley first reported a position in WVS Financial Corp in Q4 2013 and held it in 20 quarters.
  • Morgan Stanley's WVS Financial Corp position peaked at $12K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2020.

Based on Morgan Stanley's 13F filing for Q2 2020, filed 14 Aug 2020.