Partnervest Advisory Services’s Morgan Stanley MS Stock Holding History

Partnervest Advisory 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	-6,562	Closed	-$260K	–	269
2018 Q4	$260K	Sell	6,562 -90	-1%	-$3.93K	0.13%	157
2018 Q3	$310K	Buy	+6,652	New	+$325K	0.12%	164
2014 Q3	–	Sell	-325	Closed	-$11K	–	554
2014 Q2	$11K	Hold	325	–	–	﹤0.01%	674
2014 Q1	$10K	Hold	325	–	–	﹤0.01%	653
2013 Q4	$10K	Buy	325 +200	+160%	+$5.95K	﹤0.01%	641
2013 Q3	$3K	Buy	+125	New	+$3.35K	﹤0.01%	895

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Partnervest Advisory Services's MS Position: Q1 2019 in Review

Partnervest Advisory Services sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 6,562 shares — an estimated $260K sold.

Partnervest Advisory Services first reported a position in MS in Q3 2013 and held it in 6 quarters. The position peaked at $310K in Q3 2018. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Partnervest Advisory Services reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Partnervest Advisory Services sold 6,562 Morgan Stanley shares in Q1 2019, an estimated $260K.
Partnervest Advisory Services first reported a position in Morgan Stanley in Q3 2013 and held it in 6 quarters.
Partnervest Advisory Services's Morgan Stanley position peaked at $310K in Q3 2018.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Partnervest Advisory Services's 13F filing for Q1 2019, filed 13 May 2019.