Visionary Asset Management’s Morgan Stanley MS Stock Holding History

Visionary Asset Management’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
2018 Q4	$219K	Sell	5,516 -121	-2%	-$5.28K	0.09%	106
2018 Q3	$263K	Buy	5,637 +287	+5%	+$14K	0.08%	225
2018 Q2	$254K	Buy	5,350 +49	+0.9%	+$2.56K	0.09%	209
2018 Q1	$282K	Buy	5,301 +788	+17%	+$43.6K	0.09%	178
2017 Q4	$237K	Sell	4,513 -59	-1%	-$2.98K	0.07%	213
2017 Q3	$220K	Buy	4,572 +78	+2%	+$3.62K	0.06%	204
2017 Q2	$200K	Buy	+4,494	New	+$194K	0.06%	188

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

BlackRock New York $5.72T AUM 30.48% 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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Visionary Asset Management's MS Position: Q4 2018 in Review

Visionary Asset Management reduced its Morgan Stanley (MS) stake by 2.1% in Q4 2018, selling an estimated $5.28K and leaving 5,516 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #106.

Visionary Asset Management first reported a position in MS in Q2 2017 and has held it in 7 quarters since. The position peaked at $282K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Visionary Asset Management held 5,516 shares of Morgan Stanley worth $219K as of Q4 2018.
Visionary Asset Management sold 121 Morgan Stanley shares in Q4 2018, an estimated $5.28K.
Morgan Stanley made up 0.09% of Visionary Asset Management's portfolio in Q4 2018, its #106 holding.
Visionary Asset Management first reported a position in Morgan Stanley in Q2 2017 and has held it in 7 quarters since.
Visionary Asset Management's Morgan Stanley position peaked at $282K in Q1 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.