Risk Paradigm Group’s Morgan Stanley MS Stock Holding History

Risk Paradigm 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
2018 Q2	–	Sell	-2,899	Closed	-$156K	–	165
2018 Q1	$156K	Hold	2,899	–	–	0.2%	90
2017 Q4	$152K	Buy	2,899 +2,499	+625%	+$126K	0.16%	104
2017 Q3	$19.3K	Hold	400	–	–	0.02%	196
2017 Q2	$17.8K	Hold	400	–	–	0.02%	198
2017 Q1	$17.1K	Hold	400	–	–	0.02%	201
2016 Q4	$16.9K	Hold	400	–	–	0.02%	207
2016 Q3	$12.8K	Hold	400	–	–	0.01%	238
2016 Q2	$10.4K	Buy	+400	New	+$10.5K	0.01%	223
2016 Q1	–	Sell	-508	Closed	-$16.2K	–	243
2015 Q4	$16.2K	Buy	508 +118	+30%	+$3.92K	0.02%	190
2015 Q3	$12.3K	Buy	390 +90	+30%	+$3.28K	0.03%	194
2015 Q2	$11.6K	Hold	300	–	–	0.01%	201
2015 Q1	$10.7K	Buy	+300	New	+$10.8K	0.01%	216

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Risk Paradigm Group's MS Position: Q2 2018 in Review

Risk Paradigm Group sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 2,899 shares — an estimated $156K sold.

Risk Paradigm Group first reported a position in MS in Q1 2015 and held it in 12 quarters. The position peaked at $156K in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

Risk Paradigm Group reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 2,899 Morgan Stanley shares in Q2 2018, an estimated $156K.
Risk Paradigm Group first reported a position in Morgan Stanley in Q1 2015 and held it in 12 quarters.
Risk Paradigm Group's Morgan Stanley position peaked at $156K in Q1 2018.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.