Watermark Asset Management’s Morgan Stanley MS Stock Holding History

Watermark 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	$8K	Buy	+192	New	+$8.38K	﹤0.01%	180

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

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

Watermark Asset Management opened a new position in Morgan Stanley (MS) in Q4 2018: 192 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Watermark Asset Management held 192 shares of Morgan Stanley worth $8K as of Q4 2018.
Morgan Stanley was a new Watermark Asset Management position in Q4 2018.
Morgan Stanley made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #180 holding.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.