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Sheets Smith Wealth Management’s Morgan Stanley MS Stock Holding History

Sheets Smith Wealth Management’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
2016
Q1 		– Sell
-15,176
Closed -$483K – 251
2015
Q4 		$483K Buy
15,176
+1
+0% +$33 0.15% 158
2015
Q3 		$478K Hold
15,175
– – 0.16% 137
2015
Q2 		$589K Buy
+15,175
New +$577K 0.16% 154
2015
Q1 		– Sell
-34,351
Closed -$1.33M – 249
2014
Q4 		$1.33M Sell
34,351
-616
-2% -$21.9K 0.35% 83
2014
Q3 		$1.21M Buy
+34,967
New +$1.17M 0.33% 91

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sheets Smith Wealth Management's MS Position: Q1 2016 in Review

Sheets Smith Wealth Management sold out of Morgan Stanley (MS) in Q1 2016, closing a stake of 15,176 shares — an estimated $483K sold.

Sheets Smith Wealth Management first reported a position in MS in Q3 2014 and held it in 5 quarters. The position peaked at $1.33M in Q4 2014. 766 funds tracked by Wall St. Rank hold MS as of Q1 2016.

  • Sheets Smith Wealth Management reported no remaining Morgan Stanley position as of Q1 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 15,176 Morgan Stanley shares in Q1 2016, an estimated $483K.
  • Sheets Smith Wealth Management first reported a position in Morgan Stanley in Q3 2014 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Morgan Stanley position peaked at $1.33M in Q4 2014.
  • 766 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2016, filed 13 May 2016.