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Telemus Capital’s MSCI MSCI Stock Holding History

Telemus Capital’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
2023
Q3 		– Sell
-1,084
Closed -$509K – 321
2023
Q2 		$509K Buy
1,084
+388
+56% +$189K 0.04% 221
2023
Q1 		$390K Buy
696
+21
+3% +$11.1K 0.03% 244
2022
Q4 		$317K Sell
675
-10
-1% -$4.65K 0.03% 269
2022
Q3 		$289K Sell
685
-247
-27% -$113K 0.03% 257
2022
Q2 		$384K Sell
932
-175
-16% -$76.2K 0.04% 256
2022
Q1 		$557K Buy
1,107
+159
+17% +$82.5K 0.05% 220
2021
Q4 		$581K Buy
948
+86
+10% +$53.9K 0.05% 232
2021
Q3 		$524K Buy
862
+119
+16% +$72.7K 0.04% 233
2021
Q2 		$396K Buy
743
+170
+30% +$81K 0.03% 265
2021
Q1 		$252K Buy
+573
New +$241K 0.02% 348

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Telemus Capital's MSCI Position: Q3 2023 in Review

Telemus Capital sold out of MSCI (MSCI) in Q3 2023, closing a stake of 1,084 shares — an estimated $509K sold.

Telemus Capital first reported a position in MSCI in Q1 2021 and held it in 10 quarters. The position peaked at $581K in Q4 2021. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

  • Telemus Capital reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
  • Telemus Capital sold 1,084 MSCI shares in Q3 2023, an estimated $509K.
  • Telemus Capital first reported a position in MSCI in Q1 2021 and held it in 10 quarters.
  • Telemus Capital's MSCI position peaked at $581K in Q4 2021.
  • 830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Telemus Capital's 13F filing for Q3 2023, filed 25 Oct 2023.