LWM
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Liberty Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Liberty 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
2019
Q1 		– Sell
-71
Closed -$5K – 806
2018
Q4 		$5K Buy
+71
New +$5.89K ﹤0.01% 552

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ACH
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NSCM
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Schroder Investment Management Group
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State Street
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Bank of New York Mellon
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RJA
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Liberty Wealth Management's MSM Position: Q1 2019 in Review

Liberty Wealth Management sold out of MSC Industrial Direct (MSM) in Q1 2019, closing a stake of 71 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in MSM in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 332 funds tracked by Wall St. Rank hold MSM as of Q1 2019.

  • Liberty Wealth Management reported no remaining MSC Industrial Direct position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 71 MSC Industrial Direct shares in Q1 2019, an estimated $5K.
  • Liberty Wealth Management first reported a position in MSC Industrial Direct in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's MSC Industrial Direct position peaked at $5K in Q4 2018.
  • 332 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.