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Verus Capital Partners’s Morgan Stanley MS Stock Holding History

Verus Capital 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
2020
Q1 		$27K Buy
785
+13
+2% +$612 0.01% 684
2019
Q4 		$39K Buy
+772
New +$36.5K 0.01% 681

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

Verus Capital Partners's MS Position: Q1 2020 in Review

Verus Capital Partners increased its Morgan Stanley (MS) stake by 1.7% in Q1 2020, buying an estimated $612 and bringing the position to 785 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #684.

Verus Capital Partners first reported a position in MS in Q4 2019 and has held it in 2 quarters since. The position peaked at $39K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Verus Capital Partners held 785 shares of Morgan Stanley worth $27K as of Q1 2020.
  • Verus Capital Partners bought 13 Morgan Stanley shares in Q1 2020, an estimated $612.
  • Morgan Stanley made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #684 holding.
  • Verus Capital Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Morgan Stanley position peaked at $39K in Q4 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.