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Mid Atlantic Financial Management’s MSCI MSCI Stock Holding History

Mid Atlantic Financial 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
Q2 		– Sell
-2,089
Closed -$604K – 765
2020
Q1 		$604K Buy
+2,089
New +$592K 0.07% 260
2019
Q4 		– Sell
-932
Closed -$203K – 758
2019
Q3 		$203K Buy
+932
New +$216K 0.02% 615

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mid Atlantic Financial Management's MSCI Position: Q2 2020 in Review

Mid Atlantic Financial Management sold out of MSCI (MSCI) in Q2 2020, closing a stake of 2,089 shares — an estimated $604K sold.

Mid Atlantic Financial Management first reported a position in MSCI in Q3 2019 and held it in 2 quarters. The position peaked at $604K in Q1 2020. 653 funds tracked by Wall St. Rank hold MSCI as of Q2 2020.

  • Mid Atlantic Financial Management reported no remaining MSCI position as of Q2 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,089 MSCI shares in Q2 2020, an estimated $604K.
  • Mid Atlantic Financial Management first reported a position in MSCI in Q3 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's MSCI position peaked at $604K in Q1 2020.
  • 653 funds tracked by Wall St. Rank held MSCI as of Q2 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2020, filed 6 Aug 2020.