Tobias Financial Advisors’s Morgan Stanley MS Stock Holding History

Tobias Financial Advisors’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 Q1	–	Sell	-293	Closed	-$15K	–	193
2019 Q4	$15K	Buy	+293	New	+$13.9K	0.01%	166

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Tobias Financial Advisors's MS Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 293 shares — an estimated $15K sold.

Tobias Financial Advisors first reported a position in MS in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

Tobias Financial Advisors reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 293 Morgan Stanley shares in Q1 2020, an estimated $15K.
Tobias Financial Advisors first reported a position in Morgan Stanley in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Morgan Stanley position peaked at $15K in Q4 2019.
1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.