DWM
MSP

Dakota Wealth Management’s Madison Strategic Sector MSP Stock Holding History

Dakota Wealth Management’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-23,305
Closed -$277K – 300
2018
Q3 		$277K Buy
+23,305
New +$276K 0.06% 225

Dakota Wealth Management's MSP Position: Q4 2018 in Review

Dakota Wealth Management sold out of Madison Strategic Sector (MSP) in Q4 2018, closing a stake of 23,305 shares — an estimated $277K sold.

Dakota Wealth Management first reported a position in MSP in Q3 2018 and held it in 1 quarter. The position peaked at $277K in Q3 2018. 0 funds tracked by Wall St. Rank hold MSP as of Q4 2018.

  • Dakota Wealth Management reported no remaining Madison Strategic Sector position as of Q4 2018 after selling out during the quarter.
  • Dakota Wealth Management sold 23,305 Madison Strategic Sector shares in Q4 2018, an estimated $277K.
  • Dakota Wealth Management first reported a position in Madison Strategic Sector in Q3 2018 and held it in 1 quarter.
  • Dakota Wealth Management's Madison Strategic Sector position peaked at $277K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q4 2018.

Based on Dakota Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.