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Tiedemann Advisors’s MSCI MSCI Stock Holding History

Tiedemann 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
Q3 		– Sell
-1,607
Closed -$536K – 327
2020
Q2 		$536K Hold
1,607
– – 0.03% 207
2020
Q1 		$464K Buy
+1,607
New +$455K 0.03% 209
2019
Q2 		– Sell
-1,347
Closed -$270K – 379
2019
Q1 		$270K Buy
+1,347
New +$234K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Tiedemann Advisors's MSCI Position: Q3 2020 in Review

Tiedemann Advisors sold out of MSCI (MSCI) in Q3 2020, closing a stake of 1,607 shares — an estimated $536K sold.

Tiedemann Advisors first reported a position in MSCI in Q1 2019 and held it in 3 quarters. The position peaked at $536K in Q2 2020. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Tiedemann Advisors reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 1,607 MSCI shares in Q3 2020, an estimated $536K.
  • Tiedemann Advisors first reported a position in MSCI in Q1 2019 and held it in 3 quarters.
  • Tiedemann Advisors's MSCI position peaked at $536K in Q2 2020.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Tiedemann Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.