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B. Riley Wealth Advisors’s MKS Inc MKSI Stock Holding History

B. Riley Wealth Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,314
Closed -$320K – 739
2018
Q2 		$320K Sell
3,314
-574
-15% -$62.6K 0.04% 444
2018
Q1 		$451K Buy
3,888
+954
+33% +$105K 0.06% 336
2017
Q4 		$279K Buy
+2,934
New +$292K 0.04% 478

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

B. Riley Wealth Advisors's MKSI Position: Q3 2018 in Review

B. Riley Wealth Advisors sold out of MKS Inc (MKSI) in Q3 2018, closing a stake of 3,314 shares — an estimated $320K sold.

B. Riley Wealth Advisors first reported a position in MKSI in Q4 2017 and held it in 3 quarters. The position peaked at $451K in Q1 2018. 383 funds tracked by Wall St. Rank hold MKSI as of Q3 2018.

  • B. Riley Wealth Advisors reported no remaining MKS Inc position as of Q3 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,314 MKS Inc shares in Q3 2018, an estimated $320K.
  • B. Riley Wealth Advisors first reported a position in MKS Inc in Q4 2017 and held it in 3 quarters.
  • B. Riley Wealth Advisors's MKS Inc position peaked at $451K in Q1 2018.
  • 383 funds tracked by Wall St. Rank held MKS Inc as of Q3 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.