AWM
MXIM

Affinity Wealth Management’s Maxim Integrated Products MXIM Stock Holding History

Affinity Wealth Management’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,835
Closed -$262K – 82
2017
Q2 		$262K Sell
5,835
-97
-2% -$4.46K 0.17% 49
2017
Q1 		$267K Buy
+5,932
New +$260K 0.15% 48

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Affinity Wealth Management's MXIM Position: Q3 2017 in Review

Affinity Wealth Management sold out of Maxim Integrated Products (MXIM) in Q3 2017, closing a stake of 5,835 shares — an estimated $262K sold.

Affinity Wealth Management first reported a position in MXIM in Q1 2017 and held it in 2 quarters. The position peaked at $267K in Q1 2017. 446 funds tracked by Wall St. Rank hold MXIM as of Q3 2017.

  • Affinity Wealth Management reported no remaining Maxim Integrated Products position as of Q3 2017 after selling out during the quarter.
  • Affinity Wealth Management sold 5,835 Maxim Integrated Products shares in Q3 2017, an estimated $262K.
  • Affinity Wealth Management first reported a position in Maxim Integrated Products in Q1 2017 and held it in 2 quarters.
  • Affinity Wealth Management's Maxim Integrated Products position peaked at $267K in Q1 2017.
  • 446 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.