Capstone Asset Management’s MarineMax HZO Stock Holding History

Capstone Asset Management’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
2017 Q2	$258K	Sell	13,190 -160	-1%	-$3.13K	0.01%	1367
2017 Q1	$289K	Sell	13,350 -550	-4%	-$11.6K	0.01%	1316
2016 Q4	$269K	Buy	+13,900	New	+$269K	0.01%	1387
2015 Q2	–	Sell	-11,730	Closed	-$311K	–	1631
2015 Q1	$311K	Buy	11,730 +170	+1%	+$4.15K	0.01%	1379
2014 Q4	$232K	Sell	11,560 -12,300	-52%	-$225K	0.01%	1507
2014 Q3	$402K	Buy	23,860 +260	+1%	+$4.51K	0.01%	1156
2014 Q2	$395K	Buy	23,600 +1,771	+8%	+$27.9K	0.01%	1212
2014 Q1	$332K	Buy	21,829 +20	+0.1%	+$303	0.01%	1359
2013 Q4	$351K	Buy	21,809 +1,590	+8%	+$24K	0.01%	1399
2013 Q3	$247K	Sell	20,219 -610	-3%	-$7.29K	0.01%	1749
2013 Q2	$236K	Buy	+20,829	New	+$252K	0.01%	1715

Other funds holding HZO

EAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capstone Asset Management's HZO Position: Q2 2017 in Review

Capstone Asset Management reduced its MarineMax (HZO) stake by 1.2% in Q2 2017, selling an estimated $3.13K and leaving 13,190 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1367.

Capstone Asset Management first reported a position in HZO in Q2 2013 and has held it in 11 quarters since. The position peaked at $402K in Q3 2014. 127 funds tracked by Wall St. Rank hold HZO as of Q2 2017.

Capstone Asset Management held 13,190 shares of MarineMax worth $258K as of Q2 2017.
Capstone Asset Management sold 160 MarineMax shares in Q2 2017, an estimated $3.13K.
MarineMax made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1367 holding.
Capstone Asset Management first reported a position in MarineMax in Q2 2013 and has held it in 11 quarters since.
Capstone Asset Management's MarineMax position peaked at $402K in Q3 2014.
127 funds tracked by Wall St. Rank held MarineMax as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.