NCM
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Nelson Capital Management’s Morgan Stanley MS Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-38
Closed -$2K – 220
2019
Q3 		$2K Hold
38
– – ﹤0.01% 311
2019
Q2 		$2K Hold
38
– – ﹤0.01% 276
2019
Q1 		$2K Buy
+38
New +$1.6K ﹤0.01% 248
2018
Q1 		– Sell
-79
Closed -$4K – 296
2017
Q4 		$4K Buy
+79
New +$4K ﹤0.01% 278
2017
Q3 		– Sell
-180
Closed -$5K – 263
2017
Q2 		$5K Buy
+180
New +$7.76K ﹤0.01% 239

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Nelson Capital Management's MS Position: Q4 2019 in Review

Nelson Capital Management sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 38 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in MS in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Nelson Capital Management reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 38 Morgan Stanley shares in Q4 2019, an estimated $2K.
  • Nelson Capital Management first reported a position in Morgan Stanley in Q2 2017 and held it in 5 quarters.
  • Nelson Capital Management's Morgan Stanley position peaked at $5K in Q2 2017.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.