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Credential Securities’s MSCI MSCI Stock Holding History

Credential Securities’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
Q4 		– Sell
-2,288
Closed -$107K – 221
2014
Q3 		$107K Buy
2,288
+210
+10% +$9.71K 0.07% 161
2014
Q2 		$95.3K Buy
2,078
+229
+12% +$9.86K 0.06% 163
2014
Q1 		$79.5K Buy
+1,849
New +$80.6K 0.06% 163

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

Credential Securities's MSCI Position: Q4 2014 in Review

Credential Securities sold out of MSCI (MSCI) in Q4 2014, closing a stake of 2,288 shares — an estimated $107K sold.

Credential Securities first reported a position in MSCI in Q1 2014 and held it in 3 quarters. The position peaked at $107K in Q3 2014. 189 funds tracked by Wall St. Rank hold MSCI as of Q4 2014.

  • Credential Securities reported no remaining MSCI position as of Q4 2014 after selling out during the quarter.
  • Credential Securities sold 2,288 MSCI shares in Q4 2014, an estimated $107K.
  • Credential Securities first reported a position in MSCI in Q1 2014 and held it in 3 quarters.
  • Credential Securities's MSCI position peaked at $107K in Q3 2014.
  • 189 funds tracked by Wall St. Rank held MSCI as of Q4 2014.

Based on Credential Securities's 13F filing for Q4 2014, filed 21 Jul 2025.