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Shine Investment Advisory Services’s Morgan Stanley MS Stock Holding History

Shine Investment Advisory Services’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
Q4 		– Sell
-60
Closed -$3K – 762
2019
Q3 		$3K Buy
+60
New +$2.56K ﹤0.01% 682
2019
Q2 		– Sell
-100
Closed -$4K – 706
2019
Q1 		$4K Buy
+100
New +$4.21K ﹤0.01% 643
2017
Q3 		– Sell
-963
Closed -$43K – 677
2017
Q2 		$43K Buy
+963
New +$41.5K 0.02% 305

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shine Investment Advisory Services's MS Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 60 shares — an estimated $3K sold.

Shine Investment Advisory Services first reported a position in MS in Q2 2017 and held it in 3 quarters. The position peaked at $43K in Q2 2017. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Shine Investment Advisory Services reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 60 Morgan Stanley shares in Q4 2019, an estimated $3K.
  • Shine Investment Advisory Services first reported a position in Morgan Stanley in Q2 2017 and held it in 3 quarters.
  • Shine Investment Advisory Services's Morgan Stanley position peaked at $43K in Q2 2017.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.