ZIM
Zacks Investment Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,957
| Closed | -$2.48M | – | 558 |
|
|
2018
Q3 | $2.48M | Sell |
13,957
-27,951
| -67% | -$4.96M | 0.05% | 239 |
|
|
2018
Q2 | $6.93M | Sell |
41,908
-24,823
| -37% | -$4.11M | 0.15% | 123 |
|
|
2018
Q1 | $9.97M | Buy |
66,731
+11,418
| +21% | +$1.71M | 0.22% | 99 |
|
|
2017
Q4 | $7M | Buy |
55,313
+23,607
| +74% | +$2.99M | 0.15% | 120 |
|
|
2017
Q3 | $3.71M | Sell |
31,706
-2,250
| -7% | -$263K | 0.09% | 163 |
|
|
2017
Q2 | $3.5M | Buy |
33,956
+3,715
| +12% | +$383K | 0.09% | 164 |
|
|
2017
Q1 | $2.94M | Buy |
30,241
+8,286
| +38% | +$805K | 0.07% | 178 |
|
|
2016
Q4 | $1.73M | Sell |
21,955
-1,245
| -5% | -$98.1K | 0.05% | 235 |
|
|
2016
Q3 | $1.95M | Sell |
23,200
-177
| -0.8% | -$14.9K | 0.06% | 211 |
|
|
2016
Q2 | $1.8M | Buy |
+23,377
| New | +$1.8M | 0.06% | 222 |
|
|
2015
Q3 | – | Sell |
-17,107
| Closed | -$1.05M | – | 632 |
|
|
2015
Q2 | $1.05M | Buy |
+17,107
| New | +$1.05M | 0.03% | 277 |
|
|
2014
Q1 | – | Sell |
-6,141
| Closed | -$268K | – | 737 |
|
|
2013
Q4 | $268K | Buy |
+6,141
| New | +$268K | 0.01% | 576 |
|