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Clear Investment Research’s MSCI MSCI Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-11
Closed -$2K – 276
2019
Q3 		$2K Hold
11
– – ﹤0.01% 120
2019
Q2 		$3K Hold
11
– – ﹤0.01% 97
2019
Q1 		$2K Hold
11
– – ﹤0.01% 114
2018
Q4 		$2K Hold
11
– – ﹤0.01% 106
2018
Q3 		$2K Buy
+11
New +$1.91K ﹤0.01% 118

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 $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clear Investment Research's MSCI Position: Q4 2019 in Review

Clear Investment Research sold out of MSCI (MSCI) in Q4 2019, closing a stake of 11 shares — an estimated $2K sold.

Clear Investment Research first reported a position in MSCI in Q3 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 607 funds tracked by Wall St. Rank hold MSCI as of Q4 2019.

  • Clear Investment Research reported no remaining MSCI position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 11 MSCI shares in Q4 2019, an estimated $2K.
  • Clear Investment Research first reported a position in MSCI in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's MSCI position peaked at $3K in Q2 2019.
  • 607 funds tracked by Wall St. Rank held MSCI as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.