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Berman Capital Advisors’s MSCI MSCI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$197K Buy
325
+75
+30% +$45.8K 0.03% 268
2021
Q2 		$133K Buy
250
+44
+21% +$21K 0.02% 313
2021
Q1 		$86K Buy
206
+39
+23% +$16.4K 0.02% 340
2020
Q4 		$74K Buy
167
+50
+43% +$19.6K 0.02% 311
2020
Q3 		$41K Sell
117
-2
-2% -$726 0.01% 399
2020
Q2 		$39K Buy
119
+26
+28% +$8.41K 0.01% 381
2020
Q1 		$27K Buy
93
+21
+29% +$5.95K 0.01% 424
2019
Q4 		$18K Hold
72
– – 0.01% 569
2019
Q3 		$15K Buy
72
+26
+57% +$6.02K ﹤0.01% 593
2019
Q2 		$11K Buy
46
+29
+171% +$6.5K ﹤0.01% 695
2019
Q1 		$3K Hold
17
– – ﹤0.01% 1010
2018
Q4 		$2K Buy
+17
New +$2.59K ﹤0.01% 880

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berman Capital Advisors's MSCI Position: Q3 2021 in Review

Berman Capital Advisors increased its MSCI (MSCI) stake by 30% in Q3 2021, buying an estimated $45.8K and bringing the position to 325 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #268.

Berman Capital Advisors first reported a position in MSCI in Q4 2018 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold MSCI as of Q3 2021.

  • Berman Capital Advisors held 325 shares of MSCI worth $197K as of Q3 2021.
  • Berman Capital Advisors bought 75 MSCI shares in Q3 2021, an estimated $45.8K.
  • MSCI made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #268 holding.
  • Berman Capital Advisors first reported a position in MSCI in Q4 2018 and has held it in 12 quarters since.
  • 808 funds tracked by Wall St. Rank held MSCI as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.