Taylor Wealth Management Partners’s Morgan Stanley MS Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-425	Closed	-$17K	–	91
2018 Q4	$17K	Sell	425 -75	-15%	-$3.27K	0.01%	73
2018 Q3	$23K	Hold	500	–	–	0.01%	82
2018 Q2	$24K	Hold	500	–	–	0.01%	86
2018 Q1	$27K	Sell	500 -6,765	-93%	-$374K	0.01%	82
2017 Q4	$381K	Buy	7,265 +6,765	+1,353%	+$342K	0.16%	52
2017 Q3	$24K	Hold	500	–	–	0.01%	109
2017 Q2	$22K	Hold	500	–	–	0.01%	112
2017 Q1	$21K	Hold	500	–	–	0.01%	116
2016 Q4	$21K	Hold	500	–	–	0.01%	115
2016 Q3	$16K	Hold	500	–	–	0.01%	113
2016 Q2	$13K	Hold	500	–	–	0.01%	112
2016 Q1	$13K	Hold	500	–	–	0.01%	109
2015 Q4	$16K	Hold	500	–	–	0.01%	104
2015 Q3	$16K	Hold	500	–	–	0.01%	111
2015 Q2	$19K	Hold	500	–	–	0.01%	133
2015 Q1	$18K	Buy	+500	New	+$17.9K	0.01%	120

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Taylor Wealth Management Partners's MS Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 425 shares — an estimated $17K sold.

Taylor Wealth Management Partners first reported a position in MS in Q1 2015 and held it in 16 quarters. The position peaked at $381K in Q4 2017. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 425 Morgan Stanley shares in Q1 2019, an estimated $17K.
Taylor Wealth Management Partners first reported a position in Morgan Stanley in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Morgan Stanley position peaked at $381K in Q4 2017.
1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.