BWP
MXIM

BSW Wealth Partners’s Maxim Integrated Products MXIM Stock Holding History

BSW Wealth Partners’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,924
Closed -$221K – 149
2018
Q3 		$221K Buy
+3,924
New +$237K 0.08% 123

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American Century Companies
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Bank of New York Mellon
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

BSW Wealth Partners's MXIM Position: Q4 2018 in Review

BSW Wealth Partners sold out of Maxim Integrated Products (MXIM) in Q4 2018, closing a stake of 3,924 shares — an estimated $221K sold.

BSW Wealth Partners first reported a position in MXIM in Q3 2018 and held it in 1 quarter. The position peaked at $221K in Q3 2018. 518 funds tracked by Wall St. Rank hold MXIM as of Q4 2018.

  • BSW Wealth Partners reported no remaining Maxim Integrated Products position as of Q4 2018 after selling out during the quarter.
  • BSW Wealth Partners sold 3,924 Maxim Integrated Products shares in Q4 2018, an estimated $221K.
  • BSW Wealth Partners first reported a position in Maxim Integrated Products in Q3 2018 and held it in 1 quarter.
  • BSW Wealth Partners's Maxim Integrated Products position peaked at $221K in Q3 2018.
  • 518 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2018.

Based on BSW Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.