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Capital Investment Advisory Services’s MKS Inc MKSI Stock Holding History

Capital Investment Advisory Services’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-130
Closed -$12K – 978
2019
Q3 		$12K Hold
130
– – ﹤0.01% 934
2019
Q2 		$11K Buy
+130
New +$11K ﹤0.01% 950

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Invesco
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Principal Financial Group
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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Investment Advisory Services's MKSI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of MKS Inc (MKSI) in Q4 2019, closing a stake of 130 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in MKSI in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 350 funds tracked by Wall St. Rank hold MKSI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining MKS Inc position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 130 MKS Inc shares in Q4 2019, an estimated $12K.
  • Capital Investment Advisory Services first reported a position in MKS Inc in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's MKS Inc position peaked at $12K in Q3 2019.
  • 350 funds tracked by Wall St. Rank held MKS Inc as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.