CFM Wealth Partners’s Mine Safety MSA Stock Holding History

CFM Wealth Partners’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
2020 Q1	–	Sell	-155	Closed	-$21K	–	569
2019 Q4	$21K	Buy	+155	New	+$18.7K	0.01%	352

Other funds holding MSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CFM Wealth Partners's MSA Position: Q1 2020 in Review

CFM Wealth Partners sold out of Mine Safety (MSA) in Q1 2020, closing a stake of 155 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in MSA in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 227 funds tracked by Wall St. Rank hold MSA as of Q1 2020.

CFM Wealth Partners reported no remaining Mine Safety position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 155 Mine Safety shares in Q1 2020, an estimated $21K.
CFM Wealth Partners first reported a position in Mine Safety in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Mine Safety position peaked at $21K in Q4 2019.
227 funds tracked by Wall St. Rank held Mine Safety as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.