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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 – 704
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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $5.63B AUM 5.11% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 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 $2.3T AUM 54.33% 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 $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's MSCI Position: Q4 2015 in Review

Focused Wealth Management sold out of MSCI (MSCI) in Q4 2015, closing a stake of 100 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in MSCI in Q4 2013 and held it in 8 quarters. The position peaked at $6K in Q3 2015. 261 funds tracked by Wall St. Rank hold MSCI as of Q4 2015.

  • Focused Wealth Management reported no remaining MSCI position as of Q4 2015 after selling out during the quarter.
  • Focused Wealth Management sold 100 MSCI shares in Q4 2015, an estimated $6K.
  • Focused Wealth Management first reported a position in MSCI in Q4 2013 and held it in 8 quarters.
  • Focused Wealth Management's MSCI position peaked at $6K in Q3 2015.
  • 261 funds tracked by Wall St. Rank held MSCI as of Q4 2015.

Based on Focused Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.