Kemnay Advisory Services’s MSC Industrial Direct MSM Stock Holding History

Kemnay Advisory Services’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	-3,427	Closed	-$283K	–	122
2019 Q1	$283K	Sell	3,427 -10,966	-76%	-$903K	0.06%	113
2018 Q4	$1.11M	Sell	14,393 -347	-2%	-$28.8K	0.42%	73
2018 Q3	$1.3M	Buy	+14,740	New	+$1.26M	0.4%	80

Other funds holding MSM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kemnay Advisory Services's MSM Position: Q2 2019 in Review

Kemnay Advisory Services sold out of MSC Industrial Direct (MSM) in Q2 2019, closing a stake of 3,427 shares — an estimated $283K sold.

Kemnay Advisory Services first reported a position in MSM in Q3 2018 and held it in 3 quarters. The position peaked at $1.3M in Q3 2018. 323 funds tracked by Wall St. Rank hold MSM as of Q2 2019.

Kemnay Advisory Services reported no remaining MSC Industrial Direct position as of Q2 2019 after selling out during the quarter.
Kemnay Advisory Services sold 3,427 MSC Industrial Direct shares in Q2 2019, an estimated $283K.
Kemnay Advisory Services first reported a position in MSC Industrial Direct in Q3 2018 and held it in 3 quarters.
Kemnay Advisory Services's MSC Industrial Direct position peaked at $1.3M in Q3 2018.
323 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2019.

Based on Kemnay Advisory Services's 13F filing for Q2 2019, filed 14 Aug 2019.