FANJ
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Financial Architects (New Jersey)’s MSC Industrial Direct MSM Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-389
Closed -$32K – 1372
2019
Q1 		$32K Sell
389
-3
-0.8% -$247 0.01% 741
2018
Q4 		$30K Hold
392
– – 0.01% 690
2018
Q3 		$35K Sell
392
-4
-1% -$341 0.01% 753
2018
Q2 		$34K Sell
396
-4
-1% -$362 0.01% 668
2018
Q1 		$37K Sell
400
-34
-8% -$3.14K 0.01% 699
2017
Q4 		$42K Sell
434
-296
-41% -$24.7K 0.01% 734
2017
Q3 		$55K Buy
730
+292
+67% +$21.2K 0.01% 660
2017
Q2 		$38K Buy
438
+104
+31% +$9.15K 0.01% 765
2017
Q1 		$34K Sell
334
-137
-29% -$13.9K 0.01% 779
2016
Q4 		$44K Sell
471
-48
-9% -$3.96K 0.01% 600
2016
Q3 		$38K Buy
519
+62
+14% +$4.5K 0.01% 655
2016
Q2 		$32K Buy
+457
New +$33.9K 0.01% 654

Other funds holding MSM

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return