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Advisor Group’s Marcus & Millichap MMI Stock Holding History

Advisor Group’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$194K Sell
5,202
-456
-8% -$16.4K ﹤0.01% 2412
2019
Q3 		$200K Buy
5,658
+57
+1% +$1.95K ﹤0.01% 2330
2019
Q2 		$173K Buy
5,601
+160
+3% +$5.81K ﹤0.01% 2422
2019
Q1 		$222K Buy
5,441
+851
+19% +$32.6K ﹤0.01% 2204
2018
Q4 		$158K Buy
4,590
+359
+8% +$12.3K ﹤0.01% 2276
2018
Q3 		$147K Buy
4,231
+902
+27% +$34.2K ﹤0.01% 2434
2018
Q2 		$130K Sell
3,329
-127
-4% -$4.68K ﹤0.01% 2310
2018
Q1 		$125K Buy
3,456
+88
+3% +$2.87K ﹤0.01% 2368
2017
Q4 		$110K Buy
3,368
+1,668
+98% +$49.7K ﹤0.01% 2493
2017
Q3 		$46K Buy
1,700
+843
+98% +$21.9K ﹤0.01% 3005
2017
Q2 		$23K Buy
857
+838
+4,411% +$21K ﹤0.01% 3415
2017
Q1 		$0 Sell
19
-168
-90% -$4.35K ﹤0.01% 4754
2016
Q4 		$5K Sell
187
-22
-11% -$572 ﹤0.01% 3940
2016
Q3 		$5K Sell
209
-300
-59% -$7.94K ﹤0.01% 3891
2016
Q2 		$12K Buy
+509
New +$12.8K ﹤0.01% 3385

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Advisor Group's MMI Position: Q4 2019 in Review

Advisor Group reduced its Marcus & Millichap (MMI) stake by 8.1% in Q4 2019, selling an estimated $16.4K and leaving 5,202 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Advisor Group first reported a position in MMI in Q2 2016 and has held it in 15 quarters since. The position peaked at $222K in Q1 2019. 146 funds tracked by Wall St. Rank hold MMI as of Q4 2019.

  • Advisor Group held 5,202 shares of Marcus & Millichap worth $194K as of Q4 2019.
  • Advisor Group sold 456 Marcus & Millichap shares in Q4 2019, an estimated $16.4K.
  • Marcus & Millichap made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2412 holding.
  • Advisor Group first reported a position in Marcus & Millichap in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Marcus & Millichap position peaked at $222K in Q1 2019.
  • 146 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.