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Alpine Woods Capital Investors’s MSCI MSCI Stock Holding History

Alpine Woods Capital Investors’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
Q3 		– Sell
-10,000
Closed -$458K – 471
2014
Q2 		$458K Hold
10,000
– – 0.01% 336
2014
Q1 		$430K Buy
+10,000
New +$436K 0.02% 331

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Alpine Woods Capital Investors's MSCI Position: Q3 2014 in Review

Alpine Woods Capital Investors sold out of MSCI (MSCI) in Q3 2014, closing a stake of 10,000 shares — an estimated $458K sold.

Alpine Woods Capital Investors first reported a position in MSCI in Q1 2014 and held it in 2 quarters. The position peaked at $458K in Q2 2014. 195 funds tracked by Wall St. Rank hold MSCI as of Q3 2014.

  • Alpine Woods Capital Investors reported no remaining MSCI position as of Q3 2014 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 10,000 MSCI shares in Q3 2014, an estimated $458K.
  • Alpine Woods Capital Investors first reported a position in MSCI in Q1 2014 and held it in 2 quarters.
  • Alpine Woods Capital Investors's MSCI position peaked at $458K in Q2 2014.
  • 195 funds tracked by Wall St. Rank held MSCI as of Q3 2014.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2014, filed 12 Nov 2014.