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Harvest Investment Services’s MSCI MSCI Stock Holding History

Harvest Investment Services’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
-1,648
Closed -$550K – 237
2020
Q2 		$550K Buy
+1,648
New +$533K 0.33% 74

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Harvest Investment Services's MSCI Position: Q3 2020 in Review

Harvest Investment Services sold out of MSCI (MSCI) in Q3 2020, closing a stake of 1,648 shares — an estimated $550K sold.

Harvest Investment Services first reported a position in MSCI in Q2 2020 and held it in 1 quarter. The position peaked at $550K in Q2 2020. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Harvest Investment Services reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • Harvest Investment Services sold 1,648 MSCI shares in Q3 2020, an estimated $550K.
  • Harvest Investment Services first reported a position in MSCI in Q2 2020 and held it in 1 quarter.
  • Harvest Investment Services's MSCI position peaked at $550K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Harvest Investment Services's 13F filing for Q3 2020, filed 29 Oct 2020.