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Evoke Wealth’s MSC Industrial Direct MSM Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-293
Closed -$23K – 1274
2019
Q4 		$23K Hold
293
– – ﹤0.01% 560
2019
Q3 		$21.3K Buy
+293
New +$20.5K ﹤0.01% 645

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's MSM Position: Q1 2020 in Review

Evoke Wealth sold out of MSC Industrial Direct (MSM) in Q1 2020, closing a stake of 293 shares — an estimated $23K sold.

Evoke Wealth first reported a position in MSM in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 317 funds tracked by Wall St. Rank hold MSM as of Q1 2020.

  • Evoke Wealth reported no remaining MSC Industrial Direct position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 293 MSC Industrial Direct shares in Q1 2020, an estimated $23K.
  • Evoke Wealth first reported a position in MSC Industrial Direct in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's MSC Industrial Direct position peaked at $23K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.