IWP
MSA icon

Icon Wealth Partners’s Mine Safety MSA Stock Holding History

Icon Wealth Partners’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-294
Closed -$30K – 549
2019
Q1 		$30K Buy
+294
New +$29.6K 0.01% 471
2018
Q3 		– Sell
-316
Closed -$30K – 562
2018
Q2 		$30K Buy
+316
New +$28.6K 0.01% 494
2018
Q1 		– Sell
-311
Closed -$24K – 561
2017
Q4 		$24K Buy
+311
New +$24.8K 0.01% 572

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's MSA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Mine Safety (MSA) in Q2 2019, closing a stake of 294 shares — an estimated $30K sold.

Icon Wealth Partners first reported a position in MSA in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q1 2019. 231 funds tracked by Wall St. Rank hold MSA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Mine Safety position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 294 Mine Safety shares in Q2 2019, an estimated $30K.
  • Icon Wealth Partners first reported a position in Mine Safety in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Mine Safety position peaked at $30K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held Mine Safety as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.