Kaizen Advisory’s MSCI MSCI Stock Holding History

Kaizen Advisory’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
2018 Q4	$35K	Hold	237	–	–	0.02%	399
2018 Q3	$42K	Hold	237	–	–	0.02%	370
2018 Q2	$39K	Buy	+237	New	+$37.4K	0.02%	386

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kaizen Advisory's MSCI Position: Q4 2018 in Review

Kaizen Advisory held its MSCI (MSCI) position steady in Q4 2018 at 237 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #399.

Kaizen Advisory first reported a position in MSCI in Q2 2018 and has held it in 3 quarters since. The position peaked at $42K in Q3 2018. 492 funds tracked by Wall St. Rank hold MSCI as of Q4 2018.

Kaizen Advisory held 237 shares of MSCI worth $35K as of Q4 2018.
Kaizen Advisory left its MSCI share count unchanged in Q4 2018.
MSCI made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #399 holding.
Kaizen Advisory first reported a position in MSCI in Q2 2018 and has held it in 3 quarters since.
Kaizen Advisory's MSCI position peaked at $42K in Q3 2018.
492 funds tracked by Wall St. Rank held MSCI as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.