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Realta Investment Advisors’s MSC Industrial Direct MSM Stock Holding History

Realta 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
2020
Q1 		– Sell
-263
Closed -$19K – 979
2019
Q4 		$19K Buy
+263
New +$19.4K 0.01% 946

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YAM
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NSCM
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State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's MSM Position: Q1 2020 in Review

Realta Investment Advisors sold out of MSC Industrial Direct (MSM) in Q1 2020, closing a stake of 263 shares — an estimated $19K sold.

Realta Investment Advisors first reported a position in MSM in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 317 funds tracked by Wall St. Rank hold MSM as of Q1 2020.

  • Realta Investment Advisors reported no remaining MSC Industrial Direct position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 263 MSC Industrial Direct shares in Q1 2020, an estimated $19K.
  • Realta Investment Advisors first reported a position in MSC Industrial Direct in Q4 2019 and held it in 1 quarter.
  • Realta Investment Advisors's MSC Industrial Direct position peaked at $19K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.