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Institutional & Family Asset Management’s MSCI MSCI Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-184
Closed -$48K – 877
2019
Q4 		$48K Buy
+184
New +$44.9K 0.01% 317

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Institutional & Family Asset Management's MSCI Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of MSCI (MSCI) in Q1 2020, closing a stake of 184 shares — an estimated $48K sold.

Institutional & Family Asset Management first reported a position in MSCI in Q4 2019 and held it in 1 quarter. The position peaked at $48K in Q4 2019. 608 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 184 MSCI shares in Q1 2020, an estimated $48K.
  • Institutional & Family Asset Management first reported a position in MSCI in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's MSCI position peaked at $48K in Q4 2019.
  • 608 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.