Fulcrum Equity Management’s MSCI MSCI Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-62	Closed	-$14K	–	178
2019 Q3	$14K	Buy	+62	New	+$14.4K	0.01%	128

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fulcrum Equity Management's MSCI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of MSCI (MSCI) in Q4 2019, closing a stake of 62 shares — an estimated $14K sold.

Fulcrum Equity Management first reported a position in MSCI in Q3 2019 and held it in 1 quarter. The position peaked at $14K in Q3 2019. 607 funds tracked by Wall St. Rank hold MSCI as of Q4 2019.

Fulcrum Equity Management reported no remaining MSCI position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 62 MSCI shares in Q4 2019, an estimated $14K.
Fulcrum Equity Management first reported a position in MSCI in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's MSCI position peaked at $14K in Q3 2019.
607 funds tracked by Wall St. Rank held MSCI as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.