WA
MS icon

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
2016
Q1 		– Sell
-1,000
Closed -$2K – 1626
2015
Q4 		$2K Hold
1,000
– – ﹤0.01% 1376
2015
Q3 		$3K Hold
1,000
– – ﹤0.01% 1354
2015
Q2 		$9K Hold
1,000
– – ﹤0.01% 1218
2015
Q1 		$7K Hold
1,000
– – ﹤0.01% 1289
2014
Q4 		$10K Hold
1,000
– – ﹤0.01% 1462
2014
Q3 		$6K Hold
1,000
– – ﹤0.01% 1620
2014
Q2 		$5K Hold
1,000
– – ﹤0.01% 1663
2014
Q1 		$5K Buy
+1,000
New +$30.9K ﹤0.01% 1624

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

WFG Advisors's MS Position: Q2 2017 in Review

WFG Advisors increased its Morgan Stanley (MS) stake by 45% in Q2 2017, buying an estimated $36.2K and bringing the position to 2,690 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #488.

WFG Advisors first reported a position in MS in Q2 2013 and has held it in 17 quarters since. The position peaked at $950K in Q4 2013. 919 funds tracked by Wall St. Rank hold MS as of Q2 2017.

  • WFG Advisors held 2,690 shares of Morgan Stanley worth $120K as of Q2 2017.
  • WFG Advisors bought 840 Morgan Stanley shares in Q2 2017, an estimated $36.2K.
  • Morgan Stanley made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #488 holding.
  • WFG Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Morgan Stanley position peaked at $950K in Q4 2013.
  • 919 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.