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Berman Capital Advisors’s Marcus Corp MCS Stock Holding History

Berman Capital Advisors’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-43
Closed – – 1759
2020
Q3 		$0 Hold
43
– – ﹤0.01% 1706
2020
Q2 		$0 Hold
43
– – ﹤0.01% 1733
2020
Q1 		$0 Sell
43
-26
-38% -$654 ﹤0.01% 1587
2019
Q4 		$2K Buy
69
+26
+60% +$879 ﹤0.01% 1218
2019
Q3 		$1K Hold
43
– – ﹤0.01% 1339
2019
Q2 		$1K Hold
43
– – ﹤0.01% 1349
2019
Q1 		$1K Hold
43
– – ﹤0.01% 1233
2018
Q4 		$1K Buy
+43
New +$1.78K ﹤0.01% 1028

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM

Berman Capital Advisors's MCS Position: Q4 2020 in Review

Berman Capital Advisors sold out of Marcus Corp (MCS) in Q4 2020, closing a stake of 43 shares.

Berman Capital Advisors first reported a position in MCS in Q4 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 143 funds tracked by Wall St. Rank hold MCS as of Q4 2020.

  • Berman Capital Advisors reported no remaining Marcus Corp position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 43 Marcus Corp shares in Q4 2020.
  • Berman Capital Advisors first reported a position in Marcus Corp in Q4 2018 and held it in 8 quarters.
  • Berman Capital Advisors's Marcus Corp position peaked at $2K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.