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Triangle Securities Wealth Management’s MSCI MSCI Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-719
Closed -$24K – 290
2013
Q2 		$24K Buy
+719
New +$24.3K 0.02% 353

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Triangle Securities Wealth Management's MSCI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of MSCI (MSCI) in Q3 2013, closing a stake of 719 shares — an estimated $24K sold.

Triangle Securities Wealth Management first reported a position in MSCI in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 177 funds tracked by Wall St. Rank hold MSCI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining MSCI position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 719 MSCI shares in Q3 2013, an estimated $24K.
  • Triangle Securities Wealth Management first reported a position in MSCI in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's MSCI position peaked at $24K in Q2 2013.
  • 177 funds tracked by Wall St. Rank held MSCI as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.