WealthStone’s MSCI MSCI Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-3	Closed	-$716	–	397
2019 Q2	$716	Buy	+3	New	+$673	﹤0.01%	747

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WealthStone's MSCI Position: Q3 2019 in Review

WealthStone sold out of MSCI (MSCI) in Q3 2019, closing a stake of 3 shares — an estimated $716 sold.

WealthStone first reported a position in MSCI in Q2 2019 and held it in 1 quarter. The position peaked at $716 in Q2 2019. 549 funds tracked by Wall St. Rank hold MSCI as of Q3 2019.

WealthStone reported no remaining MSCI position as of Q3 2019 after selling out during the quarter.
WealthStone sold 3 MSCI shares in Q3 2019, an estimated $716.
WealthStone first reported a position in MSCI in Q2 2019 and held it in 1 quarter.
WealthStone's MSCI position peaked at $716 in Q2 2019.
549 funds tracked by Wall St. Rank held MSCI as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.