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Wealthfront’s MSCI MSCI Stock Holding History

Wealthfront’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
2018
Q3 		$649K Buy
3,661
+203
+6% +$35.3K 0.01% 341
2018
Q2 		$572K Buy
+3,458
New +$546K 0.01% 347
2015
Q4 		– Sell
-459
Closed -$27K – 761
2015
Q3 		$27K Buy
459
+151
+49% +$9.51K ﹤0.01% 658
2015
Q2 		$19K Buy
308
+259
+529% +$16.1K ﹤0.01% 653
2015
Q1 		$3K Buy
49
+47
+2,350% +$2.62K ﹤0.01% 924
2014
Q4 		$0 Buy
+2
New +$94 ﹤0.01% 872

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthfront's MSCI Position: Q3 2018 in Review

Wealthfront increased its MSCI (MSCI) stake by 5.9% in Q3 2018, buying an estimated $35.3K and bringing the position to 3,661 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #341.

Wealthfront first reported a position in MSCI in Q4 2014 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold MSCI as of Q3 2018.

  • Wealthfront held 3,661 shares of MSCI worth $649K as of Q3 2018.
  • Wealthfront bought 203 MSCI shares in Q3 2018, an estimated $35.3K.
  • MSCI made up 0.01% of Wealthfront's portfolio in Q3 2018, its #341 holding.
  • Wealthfront first reported a position in MSCI in Q4 2014 and has held it in 6 quarters since.
  • 509 funds tracked by Wall St. Rank held MSCI as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.