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WFG Advisors’s MSCI MSCI Stock Holding History

WFG 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
2017
Q2 		$2K Buy
+23
New +$2.31K ﹤0.01% 1424
2017
Q1 		– Sell
-23
Closed -$2K – 1604
2016
Q4 		$2K Buy
+23
New +$1.85K ﹤0.01% 1421
2013
Q3 		– Sell
-280
Closed -$9K – 2215
2013
Q2 		$9K Buy
+280
New +$9.45K ﹤0.01% 1489

Other funds holding MSCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WFG Advisors's MSCI Position: Q2 2017 in Review

WFG Advisors opened a new position in MSCI (MSCI) in Q2 2017: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: WFG Advisors previously reported a position in MSCI as recently as Q4 2016.

WFG Advisors first reported a position in MSCI in Q2 2013 and has held it in 3 quarters since. The position peaked at $9K in Q2 2013. 342 funds tracked by Wall St. Rank hold MSCI as of Q2 2017.

  • WFG Advisors held 23 shares of MSCI worth $2K as of Q2 2017.
  • MSCI was a new WFG Advisors position in Q2 2017.
  • MSCI made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1424 holding.
  • WFG Advisors first reported a position in MSCI in Q2 2013 and has held it in 3 quarters since.
  • WFG Advisors's MSCI position peaked at $9K in Q2 2013.
  • 342 funds tracked by Wall St. Rank held MSCI as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.