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Rowland Carmichael Advisors’s MSCI MSCI Stock Holding History

Rowland Carmichael 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
Q4 		$262K Buy
587
+6
+1% +$2.35K 0.08% 252
2020
Q3 		$207K Buy
+581
New +$211K 0.08% 264

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rowland Carmichael Advisors's MSCI Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its MSCI (MSCI) stake by 1% in Q4 2020, buying an estimated $2.35K and bringing the position to 587 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #252.

Rowland Carmichael Advisors first reported a position in MSCI in Q3 2020 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

  • Rowland Carmichael Advisors held 587 shares of MSCI worth $262K as of Q4 2020.
  • Rowland Carmichael Advisors bought 6 MSCI shares in Q4 2020, an estimated $2.35K.
  • MSCI made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #252 holding.
  • Rowland Carmichael Advisors first reported a position in MSCI in Q3 2020 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.