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Seven Bridges Advisors’s MSCI MSCI Stock Holding History

Seven Bridges 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
2016
Q4 		– Sell
-1,393
Closed -$117K – 148
2016
Q3 		$117K Sell
1,393
-4,050
-74% -$344K 0.1% 124
2016
Q2 		$420K Sell
5,443
-803
-13% -$60.8K 0.36% 72
2016
Q1 		$463K Sell
6,246
-47
-0.7% -$3.25K 0.37% 75
2015
Q4 		$454K Buy
+6,293
New +$421K 0.45% 68

Other funds holding MSCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Seven Bridges Advisors's MSCI Position: Q4 2016 in Review

Seven Bridges Advisors sold out of MSCI (MSCI) in Q4 2016, closing a stake of 1,393 shares — an estimated $117K sold.

Seven Bridges Advisors first reported a position in MSCI in Q4 2015 and held it in 4 quarters. The position peaked at $463K in Q1 2016. 343 funds tracked by Wall St. Rank hold MSCI as of Q4 2016.

  • Seven Bridges Advisors reported no remaining MSCI position as of Q4 2016 after selling out during the quarter.
  • Seven Bridges Advisors sold 1,393 MSCI shares in Q4 2016, an estimated $117K.
  • Seven Bridges Advisors first reported a position in MSCI in Q4 2015 and held it in 4 quarters.
  • Seven Bridges Advisors's MSCI position peaked at $463K in Q1 2016.
  • 343 funds tracked by Wall St. Rank held MSCI as of Q4 2016.

Based on Seven Bridges Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.