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

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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.