Santori & Peters Inc’s Morgan Stanley MS Stock Holding History

Santori & Peters Inc’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 Q1	–	Sell	-431	Closed	-$22K	–	358
2017 Q4	$22K	Buy	+431	New	+$21.8K	0.02%	184

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Santori & Peters Inc's MS Position: Q1 2018 in Review

Santori & Peters Inc sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 431 shares — an estimated $22K sold.

Santori & Peters Inc first reported a position in MS in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

Santori & Peters Inc reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 431 Morgan Stanley shares in Q1 2018, an estimated $22K.
Santori & Peters Inc first reported a position in Morgan Stanley in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Morgan Stanley position peaked at $22K in Q4 2017.
1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.