Beacon Trust’s Microchip Technology MCHP Stock Holding History

Beacon Trust’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$483K	Buy	13,334 +1,000	+8%	+$35.3K	0.08%	125
2016 Q4	$395K	Sell	12,334 -302	-2%	-$9.5K	0.07%	137
2016 Q3	$393K	Sell	12,636 -3,086	-20%	-$89.7K	0.07%	134
2016 Q2	$399K	Buy	15,722 +282	+2%	+$7.02K	0.07%	138
2016 Q1	$373K	Buy	15,440 +104	+0.7%	+$2.32K	0.06%	135
2015 Q4	$357K	Sell	15,336 -2,156	-12%	-$50.6K	0.06%	138
2015 Q3	$376K	Sell	17,492 -360	-2%	-$7.76K	0.07%	139
2015 Q2	$423K	Buy	17,852 +334	+2%	+$8.11K	0.07%	136
2015 Q1	$428K	Buy	17,518 +414	+2%	+$9.98K	0.07%	146
2014 Q4	$386K	Buy	+17,104	New	+$372K	0.06%	154

Other funds holding MCHP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Beacon Trust's MCHP Position: Q1 2017 in Review

Beacon Trust increased its Microchip Technology (MCHP) stake by 8.1% in Q1 2017, buying an estimated $35.3K and bringing the position to 13,334 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #125.

Beacon Trust first reported a position in MCHP in Q4 2014 and has held it in 10 quarters since. 719 funds tracked by Wall St. Rank hold MCHP as of Q1 2017.

Beacon Trust held 13,334 shares of Microchip Technology worth $483K as of Q1 2017.
Beacon Trust bought 1,000 Microchip Technology shares in Q1 2017, an estimated $35.3K.
Microchip Technology made up 0.08% of Beacon Trust's portfolio in Q1 2017, its #125 holding.
Beacon Trust first reported a position in Microchip Technology in Q4 2014 and has held it in 10 quarters since.
719 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.