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Wright Investors Service’s MSCI MSCI Stock Holding History

Wright Investors Service’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
2020
Q2 		– Sell
-1,962
Closed -$567K – 150
2020
Q1 		$567K Buy
1,962
+14
+0.7% +$3.96K 0.24% 91
2019
Q4 		$503K Buy
+1,948
New +$475K 0.17% 112
2018
Q4 		– Sell
-4,223
Closed -$749K – 155
2018
Q3 		$749K Hold
4,223
– – 0.27% 81
2018
Q2 		$699K Sell
4,223
-2,962
-41% -$467K 0.28% 91
2018
Q1 		$1.07M Buy
+7,185
New +$1.03M 0.37% 78
2017
Q4 		– Sell
-2,935
Closed -$343K – 223
2017
Q3 		$343K Buy
+2,935
New +$326K 0.12% 163
2016
Q4 		– Sell
-17,570
Closed -$1.48M – 241
2016
Q3 		$1.48M Sell
17,570
-955
-5% -$81.2K 0.62% 55
2016
Q2 		$1.43M Buy
18,525
+630
+4% +$47.7K 0.59% 59
2016
Q1 		$1.33M Buy
17,895
+5,680
+47% +$393K 0.53% 69
2015
Q4 		$881K Buy
12,215
+800
+7% +$53.5K 0.33% 106
2015
Q3 		$679K Hold
11,415
– – 0.31% 107
2015
Q2 		$703K Hold
11,415
– – 0.34% 96
2015
Q1 		$700K Buy
11,415
+2,585
+29% +$144K 0.34% 100
2014
Q4 		$419K Sell
8,830
-7,895
-47% -$370K 0.21% 155
2014
Q3 		$786K Sell
16,725
-1,510
-8% -$69.8K 0.39% 84
2014
Q2 		$836K Sell
18,235
-25
-0.1% -$1.08K 0.38% 87
2014
Q1 		$786K Buy
18,260
+655
+4% +$28.6K 0.35% 95
2013
Q4 		$770K Buy
17,605
+2,049
+13% +$86.2K 0.34% 92
2013
Q3 		$626K Buy
15,556
+6,960
+81% +$260K 0.28% 117
2013
Q2 		$286K Buy
+8,596
New +$290K 0.14% 183

Other funds holding MSCI

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wright Investors Service's MSCI Position: Q2 2020 in Review

Wright Investors Service sold out of MSCI (MSCI) in Q2 2020, closing a stake of 1,962 shares — an estimated $567K sold.

Wright Investors Service first reported a position in MSCI in Q2 2013 and held it in 20 quarters. The position peaked at $1.48M in Q3 2016. 653 funds tracked by Wall St. Rank hold MSCI as of Q2 2020.

  • Wright Investors Service reported no remaining MSCI position as of Q2 2020 after selling out during the quarter.
  • Wright Investors Service sold 1,962 MSCI shares in Q2 2020, an estimated $567K.
  • Wright Investors Service first reported a position in MSCI in Q2 2013 and held it in 20 quarters.
  • Wright Investors Service's MSCI position peaked at $1.48M in Q3 2016.
  • 653 funds tracked by Wall St. Rank held MSCI as of Q2 2020.

Based on Wright Investors Service's 13F filing for Q2 2020, filed 23 Jul 2020.