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Ropes Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Ropes Wealth 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
Q2 		– Sell
-47
Closed -$3K – 596
2020
Q1 		$3K Buy
+47
New +$3.1K ﹤0.01% 483

Other funds holding MSM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ropes Wealth Advisors's MSM Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of MSC Industrial Direct (MSM) in Q2 2020, closing a stake of 47 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in MSM in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 350 funds tracked by Wall St. Rank hold MSM as of Q2 2020.

  • Ropes Wealth Advisors reported no remaining MSC Industrial Direct position as of Q2 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 47 MSC Industrial Direct shares in Q2 2020, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in MSC Industrial Direct in Q1 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's MSC Industrial Direct position peaked at $3K in Q1 2020.
  • 350 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.