HC Financial Advisors’s MSCI MSCI Stock Holding History

HC Financial Advisors’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 Q2	–	Sell	-100	Closed	-$29K	–	378
2020 Q1	$29K	Buy	+100	New	+$28.3K	0.03%	144

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

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

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

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

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

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

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

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

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

HC Financial Advisors's MSCI Position: Q2 2020 in Review

HC Financial Advisors sold out of MSCI (MSCI) in Q2 2020, closing a stake of 100 shares — an estimated $29K sold.

HC Financial Advisors first reported a position in MSCI in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 653 funds tracked by Wall St. Rank hold MSCI as of Q2 2020.

HC Financial Advisors reported no remaining MSCI position as of Q2 2020 after selling out during the quarter.
HC Financial Advisors sold 100 MSCI shares in Q2 2020, an estimated $29K.
HC Financial Advisors first reported a position in MSCI in Q1 2020 and held it in 1 quarter.
HC Financial Advisors's MSCI position peaked at $29K in Q1 2020.
653 funds tracked by Wall St. Rank held MSCI as of Q2 2020.

Based on HC Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.