Squar Milner Financial Services’s Morgan Stanley MS Stock Holding History

Squar Milner Financial 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
2020 Q2	–	Sell	-3,856	Closed	-$131K	–	512
2020 Q1	$131K	Buy	3,856 +5	+0.1%	+$235	0.08%	221
2019 Q4	$196K	Sell	3,851 -289	-7%	-$13.7K	0.1%	203
2019 Q3	$200K	Buy	4,140 +628	+18%	+$26.8K	0.1%	215
2019 Q2	$154K	Sell	3,512 -512	-13%	-$22.8K	0.1%	199
2019 Q1	$169K	Buy	4,024 +97	+2%	+$4.08K	0.12%	185
2018 Q4	$156K	Buy	3,927 +2	+0.1%	+$87	0.15%	163
2018 Q3	$183K	Buy	3,925 +1	+0%	+$49	0.16%	167
2018 Q2	$186K	Buy	3,924 +2	+0.1%	+$105	0.16%	169
2018 Q1	$212K	Buy	3,922 +287	+8%	+$15.9K	0.27%	143
2017 Q4	$209K	Buy	+3,635	New	+$184K	0.25%	148

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's MS Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 3,856 shares — an estimated $131K sold.

Squar Milner Financial Services first reported a position in MS in Q4 2017 and held it in 10 quarters. The position peaked at $212K in Q1 2018. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

Squar Milner Financial Services reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,856 Morgan Stanley shares in Q2 2020, an estimated $131K.
Squar Milner Financial Services first reported a position in Morgan Stanley in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Morgan Stanley position peaked at $212K in Q1 2018.
1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.