WFG Advisors’s Morgan Stanley MS Stock Holding History

WFG Advisors’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
2017 Q2	$120K	Buy	2,690 +840	+45%	+$36.2K	0.03%	488
2017 Q1	$79K	Sell	1,850 -318	-15%	-$14.1K	0.02%	548
2016 Q4	$92K	Hold	2,168	–	–	0.02%	542
2016 Q3	$70K	Sell	2,168 -392	-15%	-$11.7K	0.02%	623
2016 Q2	$67K	Buy	2,560 +2	+0.1%	+$52	0.02%	615
2016 Q1	$64K	Buy	2,558 +120	+5%	+$3.06K	0.02%	594
2015 Q4	$78K	Buy	2,438 +19	+0.8%	+$631	0.02%	534
2015 Q3	$76K	Buy	2,419 +1	+0%	+$36	0.02%	524
2015 Q2	$94K	Buy	2,418 +1	+0%	+$38	0.03%	549
2015 Q1	$86K	Sell	2,417 -1,451	-38%	-$52.1K	0.02%	578
2014 Q4	$150K	Buy	3,868 +304	+9%	+$10.8K	0.03%	525
2014 Q3	$123K	Buy	3,564 +104	+3%	+$3.46K	0.02%	591
2014 Q2	$112K	Buy	3,460 +4	+0.1%	+$123	0.02%	622
2014 Q1	$108K	Sell	3,456 -26,835	-89%	-$829K	0.02%	618
2013 Q4	$950K	Sell	30,291 -1,388	-4%	-$41.3K	0.14%	174
2013 Q3	$854K	Sell	31,679 -4,418	-12%	-$119K	0.13%	184
2013 Q2	$882K	Buy	+36,097	New	+$856K	0.15%	169

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return