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Mountain Capital Investment Advisors’s Morgan Stanley MS Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-210
Closed -$10K – 279
2017
Q3 		$10K Hold
210
– – 0.01% 270
2017
Q2 		$9K Buy
+210
New +$9.05K 0.01% 312

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Mountain Capital Investment Advisors's MS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Morgan Stanley (MS) in Q4 2017, closing a stake of 210 shares — an estimated $10K sold.

Mountain Capital Investment Advisors first reported a position in MS in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Morgan Stanley position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 210 Morgan Stanley shares in Q4 2017, an estimated $10K.
  • Mountain Capital Investment Advisors first reported a position in Morgan Stanley in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Morgan Stanley position peaked at $10K in Q3 2017.
  • 1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.