MFG
MSCI icon

Magnus Financial Group’s MSCI MSCI Stock Holding History

Magnus Financial Group’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
-1,306
Closed -$436K – 510
2020
Q2 		$436K Buy
1,306
+58
+5% +$18.8K 0.05% 196
2020
Q1 		$361K Hold
1,248
– – 0.05% 215
2019
Q4 		$322K Buy
1,248
+10
+0.8% +$2.44K 0.05% 271
2019
Q3 		$270K Buy
1,238
+80
+7% +$18.5K 0.05% 303
2019
Q2 		$277K Hold
1,158
– – 0.05% 292
2019
Q1 		$230K Buy
+1,158
New +$201K 0.05% 364

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 $3.37T AUM 44.26% 1-Year Est. Return
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

Magnus Financial Group's MSCI Position: Q3 2020 in Review

Magnus Financial Group sold out of MSCI (MSCI) in Q3 2020, closing a stake of 1,306 shares — an estimated $436K sold.

Magnus Financial Group first reported a position in MSCI in Q1 2019 and held it in 6 quarters. The position peaked at $436K in Q2 2020. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Magnus Financial Group reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 1,306 MSCI shares in Q3 2020, an estimated $436K.
  • Magnus Financial Group first reported a position in MSCI in Q1 2019 and held it in 6 quarters.
  • Magnus Financial Group's MSCI position peaked at $436K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.