ZIM
MSCI icon

Zacks Investment Management’s MSCI MSCI Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-13,957
Closed -$2.48M – 558
2018
Q3 		$2.48M Sell
13,957
-27,951
-67% -$4.85M 0.05% 239
2018
Q2 		$6.93M Sell
41,908
-24,823
-37% -$3.92M 0.15% 123
2018
Q1 		$9.97M Buy
66,731
+11,418
+21% +$1.64M 0.22% 99
2017
Q4 		$7M Buy
55,313
+23,607
+74% +$2.95M 0.15% 120
2017
Q3 		$3.71M Sell
31,706
-2,250
-7% -$250K 0.09% 163
2017
Q2 		$3.5M Buy
33,956
+3,715
+12% +$374K 0.09% 164
2017
Q1 		$2.94M Buy
30,241
+8,286
+38% +$751K 0.07% 178
2016
Q4 		$1.73M Sell
21,955
-1,245
-5% -$100K 0.05% 235
2016
Q3 		$1.95M Sell
23,200
-177
-0.8% -$15K 0.06% 211
2016
Q2 		$1.8M Buy
+23,377
New +$1.77M 0.06% 222
2015
Q3 		– Sell
-17,107
Closed -$1.05M – 632
2015
Q2 		$1.05M Buy
+17,107
New +$1.06M 0.03% 277
2014
Q1 		– Sell
-6,141
Closed -$268K – 737
2013
Q4 		$268K Buy
+6,141
New +$258K 0.01% 576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zacks Investment Management's MSCI Position: Q4 2018 in Review

Zacks Investment Management sold out of MSCI (MSCI) in Q4 2018, closing a stake of 13,957 shares — an estimated $2.48M sold.

Zacks Investment Management first reported a position in MSCI in Q4 2013 and held it in 12 quarters. The position peaked at $9.97M in Q1 2018. 493 funds tracked by Wall St. Rank hold MSCI as of Q4 2018.

  • Zacks Investment Management reported no remaining MSCI position as of Q4 2018 after selling out during the quarter.
  • Zacks Investment Management sold 13,957 MSCI shares in Q4 2018, an estimated $2.48M.
  • Zacks Investment Management first reported a position in MSCI in Q4 2013 and held it in 12 quarters.
  • Zacks Investment Management's MSCI position peaked at $9.97M in Q1 2018.
  • 493 funds tracked by Wall St. Rank held MSCI as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.