New Jersey Better Educational Savings Trust’s Morgan Stanley MS Stock Holding History

New Jersey Better Educational Savings Trust’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 Q4	–	Sell	-6,000	Closed	-$279K	–	195
2018 Q3	$279K	Buy	+6,000	New	+$293K	0.29%	144
2018 Q1	–	Sell	-10,000	Closed	-$525K	–	177
2017 Q4	$525K	Hold	10,000	–	–	0.53%	57
2017 Q3	$482K	Hold	10,000	–	–	0.41%	91
2017 Q2	$446K	Hold	10,000	–	–	0.39%	103
2017 Q1	$428K	Buy	+10,000	New	+$444K	0.38%	115
2014 Q2	–	Sell	-32,000	Closed	-$997K	–	186
2014 Q1	$997K	Hold	32,000	–	–	0.48%	78
2013 Q4	$1M	Buy	32,000 +5,000	+19%	+$149K	0.49%	70
2013 Q3	$728K	Buy	+27,000	New	+$724K	0.45%	99

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

Norges Bank Oslo, Norway $935B AUM

New Jersey Better Educational Savings Trust's MS Position: Q4 2018 in Review

New Jersey Better Educational Savings Trust sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 6,000 shares — an estimated $279K sold.

New Jersey Better Educational Savings Trust first reported a position in MS in Q3 2013 and held it in 8 quarters. The position peaked at $1M in Q4 2013. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

New Jersey Better Educational Savings Trust reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 6,000 Morgan Stanley shares in Q4 2018, an estimated $279K.
New Jersey Better Educational Savings Trust first reported a position in Morgan Stanley in Q3 2013 and held it in 8 quarters.
New Jersey Better Educational Savings Trust's Morgan Stanley position peaked at $1M in Q4 2013.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q4 2018, filed 24 Jan 2019.