PCFFS
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Pacific Center for Financial Services’s Morgan Stanley MS Stock Holding History

Pacific Center for Financial Services’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
Q1 		– Sell
-4
Closed – – 329
2018
Q4 		$0 Hold
4
– – ﹤0.01% 340
2018
Q3 		$0 Hold
4
– – ﹤0.01% 330
2018
Q2 		$0 Hold
4
– – ﹤0.01% 320
2018
Q1 		$0 Hold
4
– – ﹤0.01% 312
2017
Q4 		$0 Hold
4
– – ﹤0.01% 318
2017
Q3 		$0 Hold
4
– – ﹤0.01% 318
2017
Q2 		$0 Hold
4
– – ﹤0.01% 311
2017
Q1 		$0 Hold
4
– – ﹤0.01% 311
2016
Q4 		$0 Buy
+4
New +$151 ﹤0.01% 318

Other funds holding MS

Mitsubishi UFJ Financial Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Center for Financial Services's MS Position: Q1 2019 in Review

Pacific Center for Financial Services sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 4 shares.

Pacific Center for Financial Services first reported a position in MS in Q4 2016 and held it in 9 quarters. The position peaked at $0 in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • Pacific Center for Financial Services reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
  • Pacific Center for Financial Services sold 4 Morgan Stanley shares in Q1 2019.
  • Pacific Center for Financial Services first reported a position in Morgan Stanley in Q4 2016 and held it in 9 quarters.
  • Pacific Center for Financial Services's Morgan Stanley position peaked at $0 in Q4 2018.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Pacific Center for Financial Services's 13F filing for Q1 2019, filed 16 May 2019.