Asset Dedication LLC’s MarineMax HZO Stock Holding History

Asset Dedication LLC’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
2018 Q3	–	Sell	-330	Closed	-$7K	–	692
2018 Q2	$7K	Buy	+330	New	+$7.13K	﹤0.01%	501

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Asset Dedication LLC's HZO Position: Q3 2018 in Review

Asset Dedication LLC sold out of MarineMax (HZO) in Q3 2018, closing a stake of 330 shares — an estimated $7K sold.

Asset Dedication LLC first reported a position in HZO in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 146 funds tracked by Wall St. Rank hold HZO as of Q3 2018.

Asset Dedication LLC reported no remaining MarineMax position as of Q3 2018 after selling out during the quarter.
Asset Dedication LLC sold 330 MarineMax shares in Q3 2018, an estimated $7K.
Asset Dedication LLC first reported a position in MarineMax in Q2 2018 and held it in 1 quarter.
Asset Dedication LLC's MarineMax position peaked at $7K in Q2 2018.
146 funds tracked by Wall St. Rank held MarineMax as of Q3 2018.

Based on Asset Dedication LLC's 13F filing for Q3 2018, filed 26 Oct 2018.