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Thor Advisors’s MSCI MSCI Stock Holding History

Thor Advisors’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 		$19K Buy
+67
New +$19K 1% 76
2019
Q4 		– Sell
-158
Closed -$34K – 167
2019
Q3 		$34K Buy
+158
New +$36.6K 0.04% 251

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Thor Advisors's MSCI Position: Q1 2020 in Review

Thor Advisors opened a new position in MSCI (MSCI) in Q1 2020: 67 shares worth $19K. The stake represents 1% of the portfolio and ranks #76 among its holdings. This is a return to the name: Thor Advisors previously reported a position in MSCI as recently as Q3 2019.

Thor Advisors first reported a position in MSCI in Q3 2019 and has held it in 2 quarters since. The position peaked at $34K in Q3 2019. 608 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

  • Thor Advisors held 67 shares of MSCI worth $19K as of Q1 2020.
  • MSCI was a new Thor Advisors position in Q1 2020.
  • MSCI made up 1% of Thor Advisors's portfolio in Q1 2020, its #76 holding.
  • Thor Advisors first reported a position in MSCI in Q3 2019 and has held it in 2 quarters since.
  • Thor Advisors's MSCI position peaked at $34K in Q3 2019.
  • 608 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

Based on Thor Advisors's 13F filing for Q1 2020, filed 18 May 2020.