ZIG
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Zuckerman Investment Group’s MSCI MSCI Stock Holding History

Zuckerman Investment Group’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
2014
Q1 		– Sell
-145,068
Closed -$6.34M – 46
2013
Q4 		$6.34M Sell
145,068
-73,517
-34% -$3.09M 1.49% 26
2013
Q3 		$8.8M Sell
218,585
-1,555
-0.7% -$58.1K 2.21% 20
2013
Q2 		$7.32M Buy
+220,140
New +$7.43M 1.91% 25

Other funds holding MSCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Zuckerman Investment Group's MSCI Position: Q1 2014 in Review

Zuckerman Investment Group sold out of MSCI (MSCI) in Q1 2014, closing a stake of 145,068 shares — an estimated $6.34M sold.

Zuckerman Investment Group first reported a position in MSCI in Q2 2013 and held it in 3 quarters. The position peaked at $8.8M in Q3 2013. 197 funds tracked by Wall St. Rank hold MSCI as of Q1 2014.

  • Zuckerman Investment Group reported no remaining MSCI position as of Q1 2014 after selling out during the quarter.
  • Zuckerman Investment Group sold 145,068 MSCI shares in Q1 2014, an estimated $6.34M.
  • Zuckerman Investment Group first reported a position in MSCI in Q2 2013 and held it in 3 quarters.
  • Zuckerman Investment Group's MSCI position peaked at $8.8M in Q3 2013.
  • 197 funds tracked by Wall St. Rank held MSCI as of Q1 2014.

Based on Zuckerman Investment Group's 13F filing for Q1 2014, filed 14 May 2014.