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Quattro Financial Advisors’s Morgan Stanley MS Stock Holding History

Quattro Financial Advisors’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
-49,190
Closed -$2.08M – 55
2018
Q4 		$2.08M Buy
49,190
+3,465
+8% +$151K 0.72% 29
2018
Q3 		$2.15M Buy
+45,725
New +$2.23M 0.78% 31

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
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

Quattro Financial Advisors's MS Position: Q1 2019 in Review

Quattro Financial Advisors sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 49,190 shares — an estimated $2.08M sold.

Quattro Financial Advisors first reported a position in MS in Q3 2018 and held it in 2 quarters. The position peaked at $2.15M in Q3 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • Quattro Financial Advisors reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 49,190 Morgan Stanley shares in Q1 2019, an estimated $2.08M.
  • Quattro Financial Advisors first reported a position in Morgan Stanley in Q3 2018 and held it in 2 quarters.
  • Quattro Financial Advisors's Morgan Stanley position peaked at $2.15M in Q3 2018.
  • 1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.