RMA
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Roffman Miller Associates’s Morgan Stanley MS Stock Holding History

Roffman Miller Associates’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
Q3 		– Sell
-4,761
Closed -$230K – 119
2020
Q2 		$230K Buy
+4,761
New +$200K 0.02% 134

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Vanguard Group
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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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Roffman Miller Associates's MS Position: Q3 2020 in Review

Roffman Miller Associates sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 4,761 shares — an estimated $230K sold.

Roffman Miller Associates first reported a position in MS in Q2 2020 and held it in 1 quarter. The position peaked at $230K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Roffman Miller Associates reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 4,761 Morgan Stanley shares in Q3 2020, an estimated $230K.
  • Roffman Miller Associates first reported a position in Morgan Stanley in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Morgan Stanley position peaked at $230K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.