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Triangle Securities Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-402
Closed -$31K – 291
2013
Q2 		$31K Buy
+402
New +$32.4K 0.02% 321

Other funds holding MSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Triangle Securities Wealth Management's MSM Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of MSC Industrial Direct (MSM) in Q3 2013, closing a stake of 402 shares — an estimated $31K sold.

Triangle Securities Wealth Management first reported a position in MSM in Q2 2013 and held it in 1 quarter. The position peaked at $31K in Q2 2013. 237 funds tracked by Wall St. Rank hold MSM as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining MSC Industrial Direct position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 402 MSC Industrial Direct shares in Q3 2013, an estimated $31K.
  • Triangle Securities Wealth Management first reported a position in MSC Industrial Direct in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's MSC Industrial Direct position peaked at $31K in Q2 2013.
  • 237 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.