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Winfield Associates’s MSCI MSCI Stock Holding History

Winfield Associates’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
Q1 		– Sell
-20
Closed -$3K – 440
2017
Q4 		$3K Hold
20
– – ﹤0.01% 600
2017
Q3 		$2K Hold
20
– – ﹤0.01% 619
2017
Q2 		$2K Hold
20
– – ﹤0.01% 698
2017
Q1 		$2K Hold
20
– – ﹤0.01% 596
2016
Q4 		$2K Hold
20
– – ﹤0.01% 558
2016
Q3 		$2K Hold
20
– – ﹤0.01% 545
2016
Q2 		$2K Hold
20
– – ﹤0.01% 534
2016
Q1 		$1K Buy
+20
New +$1.38K ﹤0.01% 605

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winfield Associates's MSCI Position: Q1 2018 in Review

Winfield Associates sold out of MSCI (MSCI) in Q1 2018, closing a stake of 20 shares — an estimated $3K sold.

Winfield Associates first reported a position in MSCI in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 448 funds tracked by Wall St. Rank hold MSCI as of Q1 2018.

  • Winfield Associates reported no remaining MSCI position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 20 MSCI shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in MSCI in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's MSCI position peaked at $3K in Q4 2017.
  • 448 funds tracked by Wall St. Rank held MSCI as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.