AIM
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Assured Investment Management’s Monolithic Power Systems MPWR Stock Holding History

Assured Investment Management’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-385
Closed -$52K – 534
2019
Q1 		$52K Buy
+385
New +$50.5K ﹤0.01% 960
2018
Q1 		– Sell
-488
Closed -$55K – 1214
2017
Q4 		$55K Buy
+488
New +$56.6K ﹤0.01% 502
2017
Q3 		– Sell
-11,326
Closed -$1.09M – 659
2017
Q2 		$1.09M Buy
11,326
+2,104
+23% +$201K 0.02% 377
2017
Q1 		$849K Buy
9,222
+647
+8% +$57.3K 0.02% 339
2016
Q4 		$703K Buy
+8,575
New +$688K 0.01% 389

Other funds holding MPWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Assured Investment Management's MPWR Position: Q2 2019 in Review

Assured Investment Management sold out of Monolithic Power Systems (MPWR) in Q2 2019, closing a stake of 385 shares — an estimated $52K sold.

Assured Investment Management first reported a position in MPWR in Q4 2016 and held it in 5 quarters. The position peaked at $1.09M in Q2 2017. 346 funds tracked by Wall St. Rank hold MPWR as of Q2 2019.

  • Assured Investment Management reported no remaining Monolithic Power Systems position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 385 Monolithic Power Systems shares in Q2 2019, an estimated $52K.
  • Assured Investment Management first reported a position in Monolithic Power Systems in Q4 2016 and held it in 5 quarters.
  • Assured Investment Management's Monolithic Power Systems position peaked at $1.09M in Q2 2017.
  • 346 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.