Calton & Associates’s MarineMax HZO Stock Holding History

Calton & Associates’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-164	Closed	-$3K	–	763
2017 Q4	$3K	Buy	+164	New	+$3.16K	﹤0.01%	1328

Other funds holding HZO

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Calton & Associates's HZO Position: Q1 2018 in Review

Calton & Associates sold out of MarineMax (HZO) in Q1 2018, closing a stake of 164 shares — an estimated $3K sold.

Calton & Associates first reported a position in HZO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 142 funds tracked by Wall St. Rank hold HZO as of Q1 2018.

Calton & Associates reported no remaining MarineMax position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 164 MarineMax shares in Q1 2018, an estimated $3K.
Calton & Associates first reported a position in MarineMax in Q4 2017 and held it in 1 quarter.
Calton & Associates's MarineMax position peaked at $3K in Q4 2017.
142 funds tracked by Wall St. Rank held MarineMax as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.