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Tradewinds Capital Management’s MSCI MSCI Stock Holding History

Tradewinds Capital Management’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
Q4 		– Sell
-102
Closed -$36K – 709
2020
Q3 		$36K Hold
102
– – 0.01% 232
2020
Q2 		$34K Hold
102
– – 0.01% 226
2020
Q1 		$29K Hold
102
– – 0.01% 220
2019
Q4 		$26K Hold
102
– – 0.01% 261
2019
Q3 		$22K Hold
102
– – 0.01% 264
2019
Q2 		$24K Hold
102
– – 0.01% 253
2019
Q1 		$20K Hold
102
– – 0.01% 283
2018
Q4 		$15K Buy
+102
New +$15.5K 0.01% 317

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Tradewinds Capital Management's MSCI Position: Q4 2020 in Review

Tradewinds Capital Management sold out of MSCI (MSCI) in Q4 2020, closing a stake of 102 shares — an estimated $36K sold.

Tradewinds Capital Management first reported a position in MSCI in Q4 2018 and held it in 8 quarters. The position peaked at $36K in Q3 2020. 763 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

  • Tradewinds Capital Management reported no remaining MSCI position as of Q4 2020 after selling out during the quarter.
  • Tradewinds Capital Management sold 102 MSCI shares in Q4 2020, an estimated $36K.
  • Tradewinds Capital Management first reported a position in MSCI in Q4 2018 and held it in 8 quarters.
  • Tradewinds Capital Management's MSCI position peaked at $36K in Q3 2020.
  • 763 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

Based on Tradewinds Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.