BRWA
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B. Riley Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3
Closed -$258 – 1410
2014
Q2 		$258 Buy
+3
New +$273 ﹤0.01% 2399

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Vanguard Group
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JHIU
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Advisors's MSM Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of MSC Industrial Direct (MSM) in Q3 2014, closing a stake of 3 shares — an estimated $258 sold.

B. Riley Wealth Advisors first reported a position in MSM in Q2 2014 and held it in 1 quarter. The position peaked at $258 in Q2 2014. 226 funds tracked by Wall St. Rank hold MSM as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining MSC Industrial Direct position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3 MSC Industrial Direct shares in Q3 2014, an estimated $258.
  • B. Riley Wealth Advisors first reported a position in MSC Industrial Direct in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's MSC Industrial Direct position peaked at $258 in Q2 2014.
  • 226 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.