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Placemark Investments’s MSCI MSCI Stock Holding History

Placemark Investments’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
2014
Q4 		$691K Buy
14,552
+440
+3% +$20.6K 0.01% 1041
2014
Q3 		$663K Buy
14,112
+138
+1% +$6.38K 0.01% 1055
2014
Q2 		$642K Sell
13,974
-1,222
-8% -$52.6K 0.01% 1075
2014
Q1 		$655K Buy
15,196
+2,802
+23% +$122K 0.01% 1011
2013
Q4 		$542K Sell
12,394
-1,011
-8% -$42.5K 0.01% 1094
2013
Q3 		$539K Sell
13,405
-69
-0.5% -$2.58K 0.01% 1056
2013
Q2 		$447K Buy
+13,474
New +$455K 0.01% 1085

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Placemark Investments's MSCI Position: Q4 2014 in Review

Placemark Investments increased its MSCI (MSCI) stake by 3.1% in Q4 2014, buying an estimated $20.6K and bringing the position to 14,552 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #1041.

Placemark Investments first reported a position in MSCI in Q2 2013 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold MSCI as of Q4 2014.

  • Placemark Investments held 14,552 shares of MSCI worth $691K as of Q4 2014.
  • Placemark Investments bought 440 MSCI shares in Q4 2014, an estimated $20.6K.
  • MSCI made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1041 holding.
  • Placemark Investments first reported a position in MSCI in Q2 2013 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held MSCI as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.