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Allegis Investment Advisors’s MarineMax HZO Stock Holding History

Allegis Investment 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
Q1 		– Sell
-775
Closed -$14K – 510
2015
Q4 		$14K Buy
+775
New +$12.9K 0.01% 588

Other funds holding HZO

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $215M AUM 86.77% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allegis Investment Advisors's HZO Position: Q1 2016 in Review

Allegis Investment Advisors sold out of MarineMax (HZO) in Q1 2016, closing a stake of 775 shares — an estimated $14K sold.

Allegis Investment Advisors first reported a position in HZO in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 131 funds tracked by Wall St. Rank hold HZO as of Q1 2016.

  • Allegis Investment Advisors reported no remaining MarineMax position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 775 MarineMax shares in Q1 2016, an estimated $14K.
  • Allegis Investment Advisors first reported a position in MarineMax in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's MarineMax position peaked at $14K in Q4 2015.
  • 131 funds tracked by Wall St. Rank held MarineMax as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.