Well Done LLC’s Morgan Stanley MS Stock Holding History

Well Done LLC’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	-43	Closed	-$2K	–	456
2018 Q4	$2K	Buy	+43	New	+$1.88K	﹤0.01%	644
2018 Q2	–	Sell	-43	Closed	-$2K	–	368
2018 Q1	$2K	Buy	+43	New	+$2.38K	﹤0.01%	575

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

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

BlackRock New York $5.72T AUM 30.48% 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

Well Done LLC's MS Position: Q1 2019 in Review

Well Done LLC sold out of Morgan Stanley (MS) in Q1 2019, closing a stake of 43 shares — an estimated $2K sold.

Well Done LLC first reported a position in MS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 1,039 funds tracked by Wall St. Rank hold MS as of Q1 2019.

Well Done LLC reported no remaining Morgan Stanley position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 43 Morgan Stanley shares in Q1 2019, an estimated $2K.
Well Done LLC first reported a position in Morgan Stanley in Q1 2018 and held it in 2 quarters.
Well Done LLC's Morgan Stanley position peaked at $2K in Q4 2018.
1,039 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.