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Squar Milner Financial Services’s MSCI MSCI Stock Holding History

Squar Milner Financial 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 		– Sell
-1,285
Closed -$429K – 123
2020
Q2 		$429K Buy
1,285
+333
+35% +$108K 0.24% 112
2020
Q1 		$275K Buy
952
+290
+44% +$82.1K 0.17% 128
2019
Q4 		$170K Sell
662
-333
-33% -$81.2K 0.08% 226
2019
Q3 		$355K Buy
+995
New +$230K 0.18% 139

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Squar Milner Financial Services's MSCI Position: Q3 2020 in Review

Squar Milner Financial Services sold out of MSCI (MSCI) in Q3 2020, closing a stake of 1,285 shares — an estimated $429K sold.

Squar Milner Financial Services first reported a position in MSCI in Q3 2019 and held it in 4 quarters. The position peaked at $429K in Q2 2020. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Squar Milner Financial Services reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,285 MSCI shares in Q3 2020, an estimated $429K.
  • Squar Milner Financial Services first reported a position in MSCI in Q3 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's MSCI position peaked at $429K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.