BRWM
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B. Riley Wealth Management’s MSC Industrial Direct MSM Stock Holding History

B. Riley Wealth Management’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
2020
Q2 		– Sell
-251
Closed -$14K – 510
2020
Q1 		$14K Buy
+251
New +$16.5K ﹤0.01% 512
2014
Q3 		– Sell
-97
Closed -$9K – 1128
2014
Q2 		$9K Buy
+97
New +$8.81K 0.01% 853

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's MSM Position: Q2 2020 in Review

B. Riley Wealth Management sold out of MSC Industrial Direct (MSM) in Q2 2020, closing a stake of 251 shares — an estimated $14K sold.

B. Riley Wealth Management first reported a position in MSM in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 350 funds tracked by Wall St. Rank hold MSM as of Q2 2020.

  • B. Riley Wealth Management reported no remaining MSC Industrial Direct position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 251 MSC Industrial Direct shares in Q2 2020, an estimated $14K.
  • B. Riley Wealth Management first reported a position in MSC Industrial Direct in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's MSC Industrial Direct position peaked at $14K in Q1 2020.
  • 350 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.