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United Capital Management of KS’s Morgan Stanley MS Stock Holding History

United Capital Management of KS’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
-23,157
Closed -$1.18M – 102
2019
Q4 		$1.18M Buy
23,157
+228
+1% +$10.8K 0.75% 47
2019
Q3 		$933K Buy
+22,929
New +$980K 0.68% 48

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

United Capital Management of KS's MS Position: Q1 2020 in Review

United Capital Management of KS sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 23,157 shares — an estimated $1.18M sold.

United Capital Management of KS first reported a position in MS in Q3 2019 and held it in 2 quarters. The position peaked at $1.18M in Q4 2019. 1,033 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • United Capital Management of KS reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 23,157 Morgan Stanley shares in Q1 2020, an estimated $1.18M.
  • United Capital Management of KS first reported a position in Morgan Stanley in Q3 2019 and held it in 2 quarters.
  • United Capital Management of KS's Morgan Stanley position peaked at $1.18M in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.