KWMG
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King Wealth Management Group’s MSC Industrial Direct MSM Stock Holding History

King Wealth Management Group’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
2017
Q1 		– Sell
-3,000
Closed -$277K – 125
2016
Q4 		$277K Hold
3,000
– – 0.12% 98
2016
Q3 		$220K Hold
3,000
– – 0.11% 105
2016
Q2 		$212K Hold
3,000
– – 0.11% 99
2016
Q1 		$229K Buy
+3,000
New +$201K 0.12% 91

Other funds holding MSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

King Wealth Management Group's MSM Position: Q1 2017 in Review

King Wealth Management Group sold out of MSC Industrial Direct (MSM) in Q1 2017, closing a stake of 3,000 shares — an estimated $277K sold.

King Wealth Management Group first reported a position in MSM in Q1 2016 and held it in 4 quarters. The position peaked at $277K in Q4 2016. 302 funds tracked by Wall St. Rank hold MSM as of Q1 2017.

  • King Wealth Management Group reported no remaining MSC Industrial Direct position as of Q1 2017 after selling out during the quarter.
  • King Wealth Management Group sold 3,000 MSC Industrial Direct shares in Q1 2017, an estimated $277K.
  • King Wealth Management Group first reported a position in MSC Industrial Direct in Q1 2016 and held it in 4 quarters.
  • King Wealth Management Group's MSC Industrial Direct position peaked at $277K in Q4 2016.
  • 302 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2017.

Based on King Wealth Management Group's 13F filing for Q1 2017, filed 11 May 2017.