HGWM
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Harvest Group Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Harvest Group Wealth Management’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
-23
Closed -$1K – 803
2019
Q4 		$1K Hold
23
– – ﹤0.01% 812
2019
Q3 		$2K Buy
+23
New +$1.61K ﹤0.01% 727

Other funds holding MSM

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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 $3.38T AUM 44.17% 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

Harvest Group Wealth Management's MSM Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of MSC Industrial Direct (MSM) in Q1 2020, closing a stake of 23 shares — an estimated $1K sold.

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

  • Harvest Group Wealth Management reported no remaining MSC Industrial Direct position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 23 MSC Industrial Direct shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in MSC Industrial Direct in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's MSC Industrial Direct position peaked at $2K in Q3 2019.
  • 317 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.