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Delphi Private Advisors’s MSCI MSCI Stock Holding History

Delphi Private 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
2017
Q1 		– Sell
-4
Closed – – 231
2016
Q4 		$0 Hold
4
– – ﹤0.01% 380
2016
Q3 		$0 Hold
4
– – ﹤0.01% 517
2016
Q2 		$0 Hold
4
– – ﹤0.01% 529
2016
Q1 		$0 Hold
4
– – ﹤0.01% 373
2015
Q4 		$0 Buy
+4
New +$267 ﹤0.01% 402

Other funds holding MSCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Delphi Private Advisors's MSCI Position: Q1 2017 in Review

Delphi Private Advisors sold out of MSCI (MSCI) in Q1 2017, closing a stake of 4 shares.

Delphi Private Advisors first reported a position in MSCI in Q4 2015 and held it in 5 quarters. The position peaked at $0 in Q4 2016. 341 funds tracked by Wall St. Rank hold MSCI as of Q1 2017.

  • Delphi Private Advisors reported no remaining MSCI position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 4 MSCI shares in Q1 2017.
  • Delphi Private Advisors first reported a position in MSCI in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's MSCI position peaked at $0 in Q4 2016.
  • 341 funds tracked by Wall St. Rank held MSCI as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.