AWS
MBII

AJ Wealth Strategies’s Marrone Bio Innovations, Inc. MBII Stock Holding History

AJ Wealth Strategies’s Portfolio MBII Stock Details MBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,256
Closed -$11K – 102
2017
Q4 		$11K Sell
10,256
-4,587
-31% -$4.69K ﹤0.01% 93
2017
Q3 		$17K Hold
14,843
– – 0.01% 80
2017
Q2 		$19K Hold
14,843
– – 0.01% 75
2017
Q1 		$29K Buy
14,843
+2,950
+25% +$6.25K 0.01% 72
2016
Q4 		$25K Buy
+11,893
New +$24.8K 0.01% 67

Other funds holding MBII

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

AJ Wealth Strategies's MBII Position: Q1 2018 in Review

AJ Wealth Strategies sold out of Marrone Bio Innovations, Inc. (MBII) in Q1 2018, closing a stake of 10,256 shares — an estimated $11K sold.

AJ Wealth Strategies first reported a position in MBII in Q4 2016 and held it in 5 quarters. The position peaked at $29K in Q1 2017. 24 funds tracked by Wall St. Rank hold MBII as of Q1 2018.

  • AJ Wealth Strategies reported no remaining Marrone Bio Innovations, Inc. position as of Q1 2018 after selling out during the quarter.
  • AJ Wealth Strategies sold 10,256 Marrone Bio Innovations, Inc. shares in Q1 2018, an estimated $11K.
  • AJ Wealth Strategies first reported a position in Marrone Bio Innovations, Inc. in Q4 2016 and held it in 5 quarters.
  • AJ Wealth Strategies's Marrone Bio Innovations, Inc. position peaked at $29K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q1 2018.

Based on AJ Wealth Strategies's 13F filing for Q1 2018, filed 19 Jul 2018.