ACI
MSCI icon

Advance Capital I’s MSCI MSCI Stock Holding History

Advance Capital I’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14,900
Closed -$651K – 241
2013
Q4 		$651K Buy
14,900
+6,900
+86% +$290K 0.31% 189
2013
Q3 		$322K Hold
8,000
– – 0.16% 273
2013
Q2 		$266K Buy
+8,000
New +$270K 0.13% 293

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advance Capital I's MSCI Position: Q1 2014 in Review

Advance Capital I sold out of MSCI (MSCI) in Q1 2014, closing a stake of 14,900 shares — an estimated $651K sold.

Advance Capital I first reported a position in MSCI in Q2 2013 and held it in 3 quarters. The position peaked at $651K in Q4 2013. 197 funds tracked by Wall St. Rank hold MSCI as of Q1 2014.

  • Advance Capital I reported no remaining MSCI position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 14,900 MSCI shares in Q1 2014, an estimated $651K.
  • Advance Capital I first reported a position in MSCI in Q2 2013 and held it in 3 quarters.
  • Advance Capital I's MSCI position peaked at $651K in Q4 2013.
  • 197 funds tracked by Wall St. Rank held MSCI as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.