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Focused Wealth Management’s MSCI MSCI Stock Holding History

Focused Wealth 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
2015
Q4 		– Sell
-100
Closed -$6K – 705
2015
Q3 		$6K Hold
100
– – ﹤0.01% 473
2015
Q2 		$6K Hold
100
– – ﹤0.01% 476
2015
Q1 		$6K Hold
100
– – ﹤0.01% 498
2014
Q4 		$5K Hold
100
– – ﹤0.01% 514
2014
Q3 		$5K Hold
100
– – ﹤0.01% 520
2014
Q2 		$5K Hold
100
– – ﹤0.01% 514
2014
Q1 		$4K Hold
100
– – ﹤0.01% 512
2013
Q4 		$4K Buy
+100
New +$4.21K ﹤0.01% 506

Other funds holding MSCI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return