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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return