CJA
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C-J Advisory’s MSCI MSCI Stock Holding History

C-J Advisory’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
2019
Q1 		– Sell
-110
Closed -$16K – 186
2018
Q4 		$16K Hold
110
– – 0.01% 91
2018
Q3 		$20K Hold
110
– – 0.01% 86
2018
Q2 		$18K Hold
110
– – 0.01% 91
2018
Q1 		$16K Hold
110
– – 0.01% 92
2017
Q4 		$14K Hold
110
– – 0.01% 100
2017
Q3 		$13K Hold
110
– – 0.01% 99
2017
Q2 		$11K Buy
+110
New +$11.1K 0.01% 102

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

C-J Advisory's MSCI Position: Q1 2019 in Review

C-J Advisory sold out of MSCI (MSCI) in Q1 2019, closing a stake of 110 shares — an estimated $16K sold.

C-J Advisory first reported a position in MSCI in Q2 2017 and held it in 7 quarters. The position peaked at $20K in Q3 2018. 513 funds tracked by Wall St. Rank hold MSCI as of Q1 2019.

  • C-J Advisory reported no remaining MSCI position as of Q1 2019 after selling out during the quarter.
  • C-J Advisory sold 110 MSCI shares in Q1 2019, an estimated $16K.
  • C-J Advisory first reported a position in MSCI in Q2 2017 and held it in 7 quarters.
  • C-J Advisory's MSCI position peaked at $20K in Q3 2018.
  • 513 funds tracked by Wall St. Rank held MSCI as of Q1 2019.

Based on C-J Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.