Boston Partners’s Marcus & Millichap MMI Stock Holding History

Boston Partners’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-28,949	Closed	-$994K	–	705
2018 Q4	$994K	Sell	28,949 -8,419	-23%	-$288K	﹤0.01%	651
2018 Q3	$1.3M	Sell	37,368 -1,046	-3%	-$39.7K	﹤0.01%	657
2018 Q2	$1.5M	Sell	38,414 -6,247	-14%	-$230K	﹤0.01%	703
2018 Q1	$1.61M	Hold	44,661	–	–	﹤0.01%	673
2017 Q4	$1.46M	Hold	44,661	–	–	﹤0.01%	697
2017 Q3	$1.21M	Hold	44,661	–	–	﹤0.01%	711
2017 Q2	$1.18M	Buy	+44,661	New	+$1.12M	﹤0.01%	691

Other funds holding MMI

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners's MMI Position: Q1 2019 in Review

Boston Partners sold out of Marcus & Millichap (MMI) in Q1 2019, closing a stake of 28,949 shares — an estimated $994K sold.

Boston Partners first reported a position in MMI in Q2 2017 and held it in 7 quarters. The position peaked at $1.61M in Q1 2018. 180 funds tracked by Wall St. Rank hold MMI as of Q1 2019.

Boston Partners reported no remaining Marcus & Millichap position as of Q1 2019 after selling out during the quarter.
Boston Partners sold 28,949 Marcus & Millichap shares in Q1 2019, an estimated $994K.
Boston Partners first reported a position in Marcus & Millichap in Q2 2017 and held it in 7 quarters.
Boston Partners's Marcus & Millichap position peaked at $1.61M in Q1 2018.
180 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2019.

Based on Boston Partners's 13F filing for Q1 2019, filed 3 May 2019.