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Realta Investment Advisors’s MSCI MSCI Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-180
Closed -$47K – 976
2019
Q4 		$47K Hold
180
– – 0.01% 682
2019
Q3 		$39K Buy
+180
New +$41.7K 0.01% 734

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 $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Realta Investment Advisors's MSCI Position: Q1 2020 in Review

Realta Investment Advisors sold out of MSCI (MSCI) in Q1 2020, closing a stake of 180 shares — an estimated $47K sold.

Realta Investment Advisors first reported a position in MSCI in Q3 2019 and held it in 2 quarters. The position peaked at $47K in Q4 2019. 608 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

  • Realta Investment Advisors reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 180 MSCI shares in Q1 2020, an estimated $47K.
  • Realta Investment Advisors first reported a position in MSCI in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's MSCI position peaked at $47K in Q4 2019.
  • 608 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.