Winslow Evans & Crocker’s Morgan Stanley MS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$59K	Buy	+871	New	+$50K	0.01%	562
2019 Q2	–	Sell	-212	Closed	-$10K	–	1270
2019 Q1	$10K	Buy	212 +62	+41%	+$2.61K	﹤0.01%	822
2018 Q4	$6K	Buy	+150	New	+$6.55K	﹤0.01%	883
2017 Q3	–	Sell	-1,275	Closed	-$54.6K	–	1206
2017 Q2	$54.6K	Sell	1,275 -7,325	-85%	-$316K	0.02%	541
2017 Q1	$368K	Buy	+8,600	New	+$382K	0.12%	184
2016 Q3	–	Sell	-160	Closed	-$4.16K	–	1311
2016 Q2	$4.16K	Hold	160	–	–	﹤0.01%	1075
2016 Q1	$4K	Sell	160 -168	-51%	-$4.29K	﹤0.01%	1064
2015 Q4	$10.4K	Hold	328	–	–	﹤0.01%	897
2015 Q3	$10.3K	Hold	328	–	–	﹤0.01%	882
2015 Q2	$12.7K	Hold	328	–	–	﹤0.01%	873
2015 Q1	$11.7K	Hold	328	–	–	﹤0.01%	850
2014 Q4	$12.7K	Buy	328 +168	+105%	+$5.98K	﹤0.01%	832
2014 Q3	$5.53K	Sell	160 -168	-51%	-$5.6K	﹤0.01%	1054
2014 Q2	$10.6K	Sell	328 -612	-65%	-$18.9K	﹤0.01%	834
2014 Q1	$29.3K	Hold	940	–	–	0.01%	597
2013 Q4	$29K	Buy	+940	New	+$27.9K	0.01%	610

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

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return