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1st Global Advisors’s MarineMax HZO Stock Holding History

1st Global Advisors’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-28,594
Closed -$485K – 540
2016
Q2 		$485K Sell
28,594
-512
-2% -$8.93K 0.07% 250
2016
Q1 		$567K Sell
29,106
-3,528
-11% -$60.6K 0.08% 219
2015
Q4 		$601K Buy
32,634
+11,101
+52% +$185K 0.09% 170
2015
Q3 		$304K Buy
21,533
+9,548
+80% +$168K 0.05% 308
2015
Q2 		$282K Sell
11,985
-986
-8% -$23.7K 0.04% 349
2015
Q1 		$344K Sell
12,971
-22,215
-63% -$543K 0.05% 299
2014
Q4 		$705K Sell
35,186
-1,733
-5% -$31.8K 0.1% 147
2014
Q3 		$622K Sell
36,919
-593
-2% -$10.3K 0.1% 161
2014
Q2 		$628K Sell
37,512
-241
-0.6% -$3.8K 0.09% 166
2014
Q1 		$573K Sell
37,753
-664
-2% -$10.1K 0.11% 151
2013
Q4 		$618K Buy
38,417
+2,065
+6% +$31.2K 0.12% 126
2013
Q3 		$443K Buy
36,352
+5,945
+20% +$71K 0.09% 166
2013
Q2 		$345K Buy
+30,407
New +$369K 0.08% 189

Other funds holding HZO

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

1st Global Advisors's HZO Position: Q3 2016 in Review

1st Global Advisors sold out of MarineMax (HZO) in Q3 2016, closing a stake of 28,594 shares — an estimated $485K sold.

1st Global Advisors first reported a position in HZO in Q2 2013 and held it in 13 quarters. The position peaked at $705K in Q4 2014. 143 funds tracked by Wall St. Rank hold HZO as of Q3 2016.

  • 1st Global Advisors reported no remaining MarineMax position as of Q3 2016 after selling out during the quarter.
  • 1st Global Advisors sold 28,594 MarineMax shares in Q3 2016, an estimated $485K.
  • 1st Global Advisors first reported a position in MarineMax in Q2 2013 and held it in 13 quarters.
  • 1st Global Advisors's MarineMax position peaked at $705K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held MarineMax as of Q3 2016.

Based on 1st Global Advisors's 13F filing for Q3 2016, filed 20 Oct 2016.