PWM
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PRW Wealth Management’s MSC Industrial Direct MSM Stock Holding History

PRW 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
Q2 		– Sell
-17
Closed -$1K – 441
2019
Q1 		$1K Hold
17
– – ﹤0.01% 609
2018
Q4 		$1K Buy
+17
New +$1.41K ﹤0.01% 600

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Schroder Investment Management Group
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NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
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RRAM
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RJA
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PRW Wealth Management's MSM Position: Q2 2019 in Review

PRW Wealth Management sold out of MSC Industrial Direct (MSM) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in MSM in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 323 funds tracked by Wall St. Rank hold MSM as of Q2 2019.

  • PRW Wealth Management reported no remaining MSC Industrial Direct position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 17 MSC Industrial Direct shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in MSC Industrial Direct in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's MSC Industrial Direct position peaked at $1K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.