QCI Asset Management’s Morgan Stanley MS Stock Holding History

QCI Asset 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
2020 Q2	–	Sell	-225	Closed	-$8K	–	335
2020 Q1	$8K	Hold	225	–	–	﹤0.01%	424
2019 Q4	$12K	Hold	225	–	–	﹤0.01%	418
2019 Q3	$10K	Hold	225	–	–	﹤0.01%	429
2019 Q2	$10K	Hold	225	–	–	﹤0.01%	450
2019 Q1	$9K	Hold	225	–	–	﹤0.01%	465
2018 Q4	$9K	Hold	225	–	–	﹤0.01%	449
2018 Q3	$10K	Hold	225	–	–	﹤0.01%	450
2018 Q2	$11K	Buy	+225	New	+$11.8K	﹤0.01%	410

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

QCI Asset Management's MS Position: Q2 2020 in Review

QCI Asset Management sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 225 shares — an estimated $8K sold.

QCI Asset Management first reported a position in MS in Q2 2018 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

QCI Asset Management reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
QCI Asset Management sold 225 Morgan Stanley shares in Q2 2020, an estimated $8K.
QCI Asset Management first reported a position in Morgan Stanley in Q2 2018 and held it in 8 quarters.
QCI Asset Management's Morgan Stanley position peaked at $12K in Q4 2019.
1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.