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Mount Yale Investment Advisors’s MSC Industrial Direct MSM Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-242
Closed -$22K – 595
2018
Q3 		$22K Buy
+242
New +$20.6K ﹤0.01% 761

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PFC
Poplar Forest Capital Pasadena, California $563M AUM 8.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's MSM Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of MSC Industrial Direct (MSM) in Q4 2018, closing a stake of 242 shares — an estimated $22K sold.

Mount Yale Investment Advisors first reported a position in MSM in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 327 funds tracked by Wall St. Rank hold MSM as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining MSC Industrial Direct position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 242 MSC Industrial Direct shares in Q4 2018, an estimated $22K.
  • Mount Yale Investment Advisors first reported a position in MSC Industrial Direct in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's MSC Industrial Direct position peaked at $22K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.