WealthTrust-Arizona’s Morgan Stanley MS Stock Holding History

WealthTrust-Arizona’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	$60K	Buy	1,508 +300	+25%	+$13.1K	0.03%	136
2018 Q3	$56K	Hold	1,208	–	–	0.03%	151
2018 Q2	$57K	Hold	1,208	–	–	0.03%	139
2018 Q1	$65K	Hold	1,208	–	–	0.03%	126
2017 Q4	$63K	Hold	1,208	–	–	0.03%	143
2017 Q3	$58K	Hold	1,208	–	–	0.03%	146
2017 Q2	$54K	Hold	1,208	–	–	0.03%	146
2017 Q1	$52K	Hold	1,208	–	–	0.03%	155
2016 Q4	$51K	Hold	1,208	–	–	0.03%	148
2016 Q3	$39K	Hold	1,208	–	–	0.02%	172
2016 Q2	$31K	Hold	1,208	–	–	0.02%	193
2016 Q1	$30K	Sell	1,208 -8	-0.7%	-$204	0.02%	192
2015 Q4	$39K	Hold	1,216	–	–	0.02%	179
2015 Q3	$38K	Hold	1,216	–	–	0.02%	180
2015 Q2	$47K	Hold	1,216	–	–	0.03%	167
2015 Q1	$43K	Buy	1,216 +8	+0.7%	+$287	0.03%	180
2014 Q4	$47K	Hold	1,208	–	–	0.04%	157
2014 Q3	$42K	Hold	1,208	–	–	0.05%	181
2014 Q2	$39K	Sell	1,208 -525	-30%	-$16.2K	0.04%	198
2014 Q1	$54K	Buy	1,733 +525	+43%	+$16.2K	0.06%	150
2013 Q4	$38K	Hold	1,208	–	–	0.04%	176
2013 Q3	$33K	Hold	1,208	–	–	0.04%	183
2013 Q2	$30K	Buy	+1,208	New	+$28.6K	0.04%	178

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthTrust-Arizona's MS Position: Q4 2018 in Review

WealthTrust-Arizona increased its Morgan Stanley (MS) stake by 25% in Q4 2018, buying an estimated $13.1K and bringing the position to 1,508 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #136.

WealthTrust-Arizona first reported a position in MS in Q2 2013 and has held it in 23 quarters since. The position peaked at $65K in Q1 2018. 1,045 funds tracked by Wall St. Rank hold MS as of Q4 2018.

WealthTrust-Arizona held 1,508 shares of Morgan Stanley worth $60K as of Q4 2018.
WealthTrust-Arizona bought 300 Morgan Stanley shares in Q4 2018, an estimated $13.1K.
Morgan Stanley made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #136 holding.
WealthTrust-Arizona first reported a position in Morgan Stanley in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Morgan Stanley position peaked at $65K in Q1 2018.
1,045 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.