McAdam LLC’s MSCI MSCI Stock Holding History

McAdam LLC’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	–	Sell	-5	Closed	-$1K	–	415
2018 Q3	$1K	Buy	5 +1	+25%	+$174	﹤0.01%	604
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	572
2018 Q1	$1K	Buy	+4	New	+$573	﹤0.01%	672

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

McAdam LLC's MSCI Position: Q4 2018 in Review

McAdam LLC sold out of MSCI (MSCI) in Q4 2018, closing a stake of 5 shares — an estimated $1K sold.

McAdam LLC first reported a position in MSCI in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 492 funds tracked by Wall St. Rank hold MSCI as of Q4 2018.

McAdam LLC reported no remaining MSCI position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 5 MSCI shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in MSCI in Q1 2018 and held it in 3 quarters.
McAdam LLC's MSCI position peaked at $1K in Q3 2018.
492 funds tracked by Wall St. Rank held MSCI as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.