Weld Capital Management’s MSCI MSCI Stock Holding History

Weld 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
2019 Q4	–	Sell	-2,356	Closed	-$513K	–	812
2019 Q3	$513K	Buy	+2,356	New	+$546K	0.09%	371

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Weld Capital Management's MSCI Position: Q4 2019 in Review

Weld Capital Management sold out of MSCI (MSCI) in Q4 2019, closing a stake of 2,356 shares — an estimated $513K sold.

Weld Capital Management first reported a position in MSCI in Q3 2019 and held it in 1 quarter. The position peaked at $513K in Q3 2019. 607 funds tracked by Wall St. Rank hold MSCI as of Q4 2019.

Weld Capital Management reported no remaining MSCI position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 2,356 MSCI shares in Q4 2019, an estimated $513K.
Weld Capital Management first reported a position in MSCI in Q3 2019 and held it in 1 quarter.
Weld Capital Management's MSCI position peaked at $513K in Q3 2019.
607 funds tracked by Wall St. Rank held MSCI as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.