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WealthOne’s Morgan Stanley MS Stock Holding History

WealthOne’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
Q1 		– Sell
-216
Closed -$9K – 371
2018
Q4 		$9K Buy
+216
New +$9.43K 0.01% 384

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthOne's MS Position: Q1 2019 in Review

WealthOne sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 216 shares — an estimated $9K sold.

WealthOne first reported a position in MS in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 1,040 funds tracked by Wall St. Rank hold MS as of Q1 2019.

  • WealthOne reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 216 Morgan Stanley shares in Q1 2019, an estimated $9K.
  • WealthOne first reported a position in Morgan Stanley in Q4 2018 and held it in 1 quarter.
  • WealthOne's Morgan Stanley position peaked at $9K in Q4 2018.
  • 1,040 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.