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Clear Perspective Advisors’s MSC Industrial Direct MSM Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-100
Closed -$8K – 331
2018
Q2 		$8K Hold
100
– – 0.01% 388
2018
Q1 		$9K Hold
100
– – 0.01% 363
2017
Q4 		$10K Hold
100
– – 0.01% 339
2017
Q3 		$8K Hold
100
– – 0.01% 359
2017
Q2 		$9K Hold
100
– – 0.01% 345
2017
Q1 		$10K Hold
100
– – 0.01% 316
2016
Q4 		$9K Buy
+100
New +$8.25K 0.01% 317

Other funds holding MSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Ashler Capital Chicago, Illinois $1.34B AUM 12.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clear Perspective Advisors's MSM Position: Q3 2018 in Review

Clear Perspective Advisors sold out of MSC Industrial Direct (MSM) in Q3 2018, closing a stake of 100 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in MSM in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q4 2017. 319 funds tracked by Wall St. Rank hold MSM as of Q3 2018.

  • Clear Perspective Advisors reported no remaining MSC Industrial Direct position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 100 MSC Industrial Direct shares in Q3 2018, an estimated $8K.
  • Clear Perspective Advisors first reported a position in MSC Industrial Direct in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's MSC Industrial Direct position peaked at $10K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.