Global Wealth Management Investment Advisory’s MSC Industrial Direct MSM Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-100	Closed	-$7K	–	554
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	393
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	411
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	381
2019 Q3	$7K	Hold	100	–	–	﹤0.01%	370
2019 Q2	$7K	Hold	100	–	–	﹤0.01%	411
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	409
2018 Q4	$8K	Buy	+100	New	+$8.29K	﹤0.01%	424

Other funds holding MSM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Global Wealth Management Investment Advisory's MSM Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of MSC Industrial Direct (MSM) in Q3 2020, closing a stake of 100 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in MSM in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 331 funds tracked by Wall St. Rank hold MSM as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining MSC Industrial Direct position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 MSC Industrial Direct shares in Q3 2020, an estimated $7K.
Global Wealth Management Investment Advisory first reported a position in MSC Industrial Direct in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's MSC Industrial Direct position peaked at $8K in Q4 2019.
331 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.