AP
MXIM

Appleton Partners’s Maxim Integrated Products MXIM Stock Holding History

Appleton Partners’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
2014
Q4 		– Sell
-11,673
Closed -$353K – 192
2014
Q3 		$353K Sell
11,673
-1,207
-9% -$38K 0.08% 134
2014
Q2 		$435K Sell
12,880
-410
-3% -$13.7K 0.1% 127
2014
Q1 		$440K Buy
13,290
+2,540
+24% +$78K 0.1% 121
2013
Q4 		$300K Sell
10,750
-2,190
-17% -$63.3K 0.07% 137
2013
Q3 		$386K Sell
12,940
-90,265
-87% -$2.57M 0.1% 112
2013
Q2 		$2.87M Buy
+103,205
New +$3.13M 0.83% 44

Other funds holding MXIM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Appleton Partners's MXIM Position: Q4 2014 in Review

Appleton Partners sold out of Maxim Integrated Products (MXIM) in Q4 2014, closing a stake of 11,673 shares — an estimated $353K sold.

Appleton Partners first reported a position in MXIM in Q2 2013 and held it in 6 quarters. The position peaked at $2.87M in Q2 2013. 329 funds tracked by Wall St. Rank hold MXIM as of Q4 2014.

  • Appleton Partners reported no remaining Maxim Integrated Products position as of Q4 2014 after selling out during the quarter.
  • Appleton Partners sold 11,673 Maxim Integrated Products shares in Q4 2014, an estimated $353K.
  • Appleton Partners first reported a position in Maxim Integrated Products in Q2 2013 and held it in 6 quarters.
  • Appleton Partners's Maxim Integrated Products position peaked at $2.87M in Q2 2013.
  • 329 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2014.

Based on Appleton Partners's 13F filing for Q4 2014, filed 4 Feb 2015.