Whitney & Co’s Morgan Stanley MS Stock Holding History

Whitney & Co’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	–	Sell	-353	Closed	-$16K	–	317
2018 Q3	$16K	Buy	+353	New	+$17.2K	﹤0.01%	272

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Whitney & Co's MS Position: Q4 2018 in Review

Whitney & Co sold out of Morgan Stanley (MS) in Q4 2018, closing a stake of 353 shares — an estimated $16K sold.

Whitney & Co first reported a position in MS in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 1,044 funds tracked by Wall St. Rank hold MS as of Q4 2018.

Whitney & Co reported no remaining Morgan Stanley position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 353 Morgan Stanley shares in Q4 2018, an estimated $16K.
Whitney & Co first reported a position in Morgan Stanley in Q3 2018 and held it in 1 quarter.
Whitney & Co's Morgan Stanley position peaked at $16K in Q3 2018.
1,044 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.