BSW
MSA icon

Buckingham Strategic Wealth’s Mine Safety MSA Stock Holding History

Buckingham Strategic Wealth’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,672
Closed -$250K – 566
2020
Q4 		$250K Buy
+1,672
New +$241K 0.01% 456

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Buckingham Strategic Wealth's MSA Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of Mine Safety (MSA) in Q1 2021, closing a stake of 1,672 shares — an estimated $250K sold.

Buckingham Strategic Wealth first reported a position in MSA in Q4 2020 and held it in 1 quarter. The position peaked at $250K in Q4 2020. 273 funds tracked by Wall St. Rank hold MSA as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining Mine Safety position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,672 Mine Safety shares in Q1 2021, an estimated $250K.
  • Buckingham Strategic Wealth first reported a position in Mine Safety in Q4 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Mine Safety position peaked at $250K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Mine Safety as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.