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	–	1268
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	–	1205
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	–	1310
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 Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winslow Evans & Crocker's MS Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Morgan Stanley (MS) in Q4 2020: 871 shares worth $59K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in MS as recently as Q1 2019.

Winslow Evans & Crocker first reported a position in MS in Q4 2013 and has held it in 16 quarters since. The position peaked at $368K in Q1 2017. 1,366 funds tracked by Wall St. Rank hold MS as of Q4 2020.

Winslow Evans & Crocker held 871 shares of Morgan Stanley worth $59K as of Q4 2020.
Morgan Stanley was a new Winslow Evans & Crocker position in Q4 2020.
Morgan Stanley made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #562 holding.
Winslow Evans & Crocker first reported a position in Morgan Stanley in Q4 2013 and has held it in 16 quarters since.
Winslow Evans & Crocker's Morgan Stanley position peaked at $368K in Q1 2017.
1,366 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.