QCIG
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Quad-Cities Investment Group’s Morgan Stanley MS Stock Holding History

Quad-Cities Investment Group’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
-231
Closed -$10K – 501
2019
Q3 		$10K Buy
231
+2
+0.9% +$85 0.01% 594
2019
Q2 		$10K Buy
229
+2
+0.9% +$89 0.01% 610
2019
Q1 		$10K Sell
227
-154
-40% -$6.48K 0.01% 592
2018
Q4 		$15K Buy
381
+1
+0.3% +$44 0.02% 536
2018
Q3 		$17K Buy
380
+2
+0.5% +$98 0.02% 546
2018
Q2 		$18K Buy
+378
New +$19.8K 0.02% 543

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

Quad-Cities Investment Group's MS Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 231 shares — an estimated $10K sold.

Quad-Cities Investment Group first reported a position in MS in Q2 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2018. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 231 Morgan Stanley shares in Q4 2019, an estimated $10K.
  • Quad-Cities Investment Group first reported a position in Morgan Stanley in Q2 2018 and held it in 6 quarters.
  • Quad-Cities Investment Group's Morgan Stanley position peaked at $18K in Q2 2018.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.