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Brewin Dolphin Wealth Management’s Mohawk Industries MHK Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-52
Closed -$12.9K – 168
2017
Q3 		$12.9K Buy
+52
New +$12.9K 0.01% 133

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brewin Dolphin Wealth Management's MHK Position: Q4 2017 in Review

Brewin Dolphin Wealth Management sold out of Mohawk Industries (MHK) in Q4 2017, closing a stake of 52 shares — an estimated $12.9K sold.

Brewin Dolphin Wealth Management first reported a position in MHK in Q3 2017 and held it in 1 quarter. The position peaked at $12.9K in Q3 2017. 606 funds tracked by Wall St. Rank hold MHK as of Q4 2017.

  • Brewin Dolphin Wealth Management reported no remaining Mohawk Industries position as of Q4 2017 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 52 Mohawk Industries shares in Q4 2017, an estimated $12.9K.
  • Brewin Dolphin Wealth Management first reported a position in Mohawk Industries in Q3 2017 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's Mohawk Industries position peaked at $12.9K in Q3 2017.
  • 606 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2017.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2017, filed 9 Nov 2023.