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Wealthfront’s Morgan Stanley MS Stock Holding History

Wealthfront’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
Q3 		$3.54M Sell
76,038
-3,479
-4% -$170K 0.03% 84
2018
Q2 		$3.77M Sell
79,517
-16,806
-17% -$878K 0.04% 77
2018
Q1 		$5.2M Buy
96,323
+932
+1% +$51.6K 0.05% 59
2017
Q4 		$5M Buy
95,391
+8,165
+9% +$413K 0.06% 60
2017
Q3 		$4.2M Buy
87,226
+10,584
+14% +$491K 0.05% 69
2017
Q2 		$3.42M Buy
76,642
+17,355
+29% +$748K 0.05% 64
2017
Q1 		$2.54M Buy
59,287
+3,598
+6% +$160K 0.05% 67
2016
Q4 		$2.35M Buy
55,689
+7,886
+16% +$298K 0.05% 64
2016
Q3 		$1.53M Buy
47,803
+19,944
+72% +$595K 0.04% 76
2016
Q2 		$724K Sell
27,859
-4,847
-15% -$127K 0.02% 126
2016
Q1 		$818K Buy
32,706
+11,590
+55% +$296K 0.03% 99
2015
Q4 		$672K Buy
21,116
+1,720
+9% +$57.2K 0.02% 111
2015
Q3 		$611K Sell
19,396
-4,877
-20% -$178K 0.02% 115
2015
Q2 		$942K Buy
24,273
+4,196
+21% +$160K 0.04% 61
2015
Q1 		$717K Buy
20,077
+3,649
+22% +$131K 0.03% 61
2014
Q4 		$637K Buy
16,428
+5,682
+53% +$202K 0.04% 58
2014
Q3 		$371K Buy
10,746
+2,079
+24% +$69.3K 0.03% 79
2014
Q2 		$283K Buy
8,667
+5,939
+218% +$183K 0.02% 71
2014
Q1 		$85K Buy
+2,728
New +$84.3K 0.01% 160

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront's MS Position: Q3 2018 in Review

Wealthfront reduced its Morgan Stanley (MS) stake by 4.4% in Q3 2018, selling an estimated $170K and leaving 76,038 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #84.

Wealthfront first reported a position in MS in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.2M in Q1 2018. 1,036 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Wealthfront held 76,038 shares of Morgan Stanley worth $3.54M as of Q3 2018.
  • Wealthfront sold 3,479 Morgan Stanley shares in Q3 2018, an estimated $170K.
  • Morgan Stanley made up 0.03% of Wealthfront's portfolio in Q3 2018, its #84 holding.
  • Wealthfront first reported a position in Morgan Stanley in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Morgan Stanley position peaked at $5.2M in Q1 2018.
  • 1,036 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.