ECM
MSCI icon

ETrade Capital Management’s MSCI MSCI Stock Holding History

ETrade Capital Management’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
2020
Q3 		– Sell
-777
Closed -$259K – 926
2020
Q2 		$259K Sell
777
-20
-3% -$6.47K 0.01% 704
2020
Q1 		$230K Sell
797
-101
-11% -$28.6K 0.01% 654
2019
Q4 		$232K Sell
898
-58
-6% -$14.1K 0.01% 736
2019
Q3 		$208K Sell
956
-65
-6% -$15.1K 0.01% 769
2019
Q2 		$244K Buy
+1,021
New +$229K 0.01% 732

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ETrade Capital Management's MSCI Position: Q3 2020 in Review

ETrade Capital Management sold out of MSCI (MSCI) in Q3 2020, closing a stake of 777 shares — an estimated $259K sold.

ETrade Capital Management first reported a position in MSCI in Q2 2019 and held it in 5 quarters. The position peaked at $259K in Q2 2020. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • ETrade Capital Management reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • ETrade Capital Management sold 777 MSCI shares in Q3 2020, an estimated $259K.
  • ETrade Capital Management first reported a position in MSCI in Q2 2019 and held it in 5 quarters.
  • ETrade Capital Management's MSCI position peaked at $259K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.