CWP
MFRM

Capital Wealth Planning’s MATTRESS FIRM HLDG CORP COM STK (DE) MFRM Stock Holding History

Capital Wealth Planning’s Portfolio MFRM Stock Details MFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-258,234
Closed -$8.92M – 141
2013
Q4 		$8.92M Buy
258,234
+94,535
+58% +$3.38M 10.77% 3
2013
Q3 		$5.21M Sell
163,699
-59,535
-27% -$2.37M 2.34% 10
2013
Q2 		$9M Buy
+223,234
New +$8.27M 7.07% 4

Other funds holding MFRM

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Wealth Planning's MFRM Position: Q1 2014 in Review

Capital Wealth Planning sold out of MATTRESS FIRM HLDG CORP COM STK (DE) (MFRM) in Q1 2014, closing a stake of 258,234 shares — an estimated $8.92M sold.

Capital Wealth Planning first reported a position in MFRM in Q2 2013 and held it in 3 quarters. The position peaked at $9M in Q2 2013. 80 funds tracked by Wall St. Rank hold MFRM as of Q1 2014.

  • Capital Wealth Planning reported no remaining MATTRESS FIRM HLDG CORP COM STK (DE) position as of Q1 2014 after selling out during the quarter.
  • Capital Wealth Planning sold 258,234 MATTRESS FIRM HLDG CORP COM STK (DE) shares in Q1 2014, an estimated $8.92M.
  • Capital Wealth Planning first reported a position in MATTRESS FIRM HLDG CORP COM STK (DE) in Q2 2013 and held it in 3 quarters.
  • Capital Wealth Planning's MATTRESS FIRM HLDG CORP COM STK (DE) position peaked at $9M in Q2 2013.
  • 80 funds tracked by Wall St. Rank held MATTRESS FIRM HLDG CORP COM STK (DE) as of Q1 2014.

Based on Capital Wealth Planning's 13F filing for Q1 2014, filed 16 May 2014.