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Spark Investment Management’s MSCI MSCI Stock Holding History

Spark Investment Management’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
-13,800
Closed -$3.56M – 475
2019
Q4 		$3.56M Sell
13,800
-8,500
-38% -$2.07M 0.42% 70
2019
Q3 		$4.86M Hold
22,300
– – 0.62% 45
2019
Q2 		$5.33M Buy
+22,300
New +$5M 0.37% 83
2015
Q4 		– Sell
-5,200
Closed -$309K – 812
2015
Q3 		$309K Sell
5,200
-21,500
-81% -$1.35M 0.04% 456
2015
Q2 		$1.64M Buy
+26,700
New +$1.66M 0.23% 143

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

Spark Investment Management's MSCI Position: Q1 2020 in Review

Spark Investment Management sold out of MSCI (MSCI) in Q1 2020, closing a stake of 13,800 shares — an estimated $3.56M sold.

Spark Investment Management first reported a position in MSCI in Q2 2015 and held it in 5 quarters. The position peaked at $5.33M in Q2 2019. 608 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

  • Spark Investment Management reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
  • Spark Investment Management sold 13,800 MSCI shares in Q1 2020, an estimated $3.56M.
  • Spark Investment Management first reported a position in MSCI in Q2 2015 and held it in 5 quarters.
  • Spark Investment Management's MSCI position peaked at $5.33M in Q2 2019.
  • 608 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.