Shine Investment Advisory Services’s MSCI MSCI Stock Holding History

Shine Investment Advisory Services’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 Q3	$55K	Sell	154 -10	-6%	-$3.63K	0.02%	279
2020 Q2	$55K	Buy	164 +60	+58%	+$19.4K	0.02%	269
2020 Q1	$30K	Buy	104 +47	+82%	+$13.3K	0.01%	356
2019 Q4	$15K	Hold	57	–	–	0.01%	511
2019 Q3	$12K	Sell	57 -62	-52%	-$14.4K	0.01%	524
2019 Q2	$28K	Buy	119 +19	+19%	+$4.26K	0.01%	416
2019 Q1	$20K	Hold	100	–	–	0.01%	459
2018 Q4	$15K	Sell	100 -99	-50%	-$15.1K	0.01%	470
2018 Q3	$35K	Buy	199 +32	+19%	+$5.56K	0.02%	364
2018 Q2	$28K	Hold	167	–	–	0.01%	404
2018 Q1	$25K	Hold	167	–	–	0.01%	428
2017 Q4	$21K	Buy	167 +24	+17%	+$3K	0.01%	449
2017 Q3	$17K	Buy	+143	New	+$15.9K	0.01%	474

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Shine Investment Advisory Services's MSCI Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its MSCI (MSCI) stake by 6.1% in Q3 2020, selling an estimated $3.63K and leaving 154 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #279.

Shine Investment Advisory Services first reported a position in MSCI in Q3 2017 and has held it in 13 quarters since. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

Shine Investment Advisory Services held 154 shares of MSCI worth $55K as of Q3 2020.
Shine Investment Advisory Services sold 10 MSCI shares in Q3 2020, an estimated $3.63K.
MSCI made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #279 holding.
Shine Investment Advisory Services first reported a position in MSCI in Q3 2017 and has held it in 13 quarters since.
684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.