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WealthBridge Capital Management’s Morgan Stanley MS Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-240
Closed -$11K – 582
2019
Q1 		$11K Sell
240
-24
-9% -$1.01K 0.01% 555
2018
Q4 		$10K Buy
+264
New +$11.5K 0.01% 521

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

WealthBridge Capital Management's MS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Morgan Stanley (MS) in Q2 2019, closing a stake of 240 shares — an estimated $11K sold.

WealthBridge Capital Management first reported a position in MS in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold MS as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Morgan Stanley position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 240 Morgan Stanley shares in Q2 2019, an estimated $11K.
  • WealthBridge Capital Management first reported a position in Morgan Stanley in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Morgan Stanley position peaked at $11K in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.