WESPAC Advisors’s MSCI MSCI Stock Holding History

WESPAC Advisors’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	–	Sell	-2,850	Closed	-$471K	–	153
2018 Q2	$471K	Buy	+2,850	New	+$450K	0.49%	74

Other funds holding MSCI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WESPAC Advisors's MSCI Position: Q3 2018 in Review

WESPAC Advisors sold out of MSCI (MSCI) in Q3 2018, closing a stake of 2,850 shares — an estimated $471K sold.

WESPAC Advisors first reported a position in MSCI in Q2 2018 and held it in 1 quarter. The position peaked at $471K in Q2 2018. 508 funds tracked by Wall St. Rank hold MSCI as of Q3 2018.

WESPAC Advisors reported no remaining MSCI position as of Q3 2018 after selling out during the quarter.
WESPAC Advisors sold 2,850 MSCI shares in Q3 2018, an estimated $471K.
WESPAC Advisors first reported a position in MSCI in Q2 2018 and held it in 1 quarter.
WESPAC Advisors's MSCI position peaked at $471K in Q2 2018.
508 funds tracked by Wall St. Rank held MSCI as of Q3 2018.

Based on WESPAC Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.