Capstone Investment Advisors
MMI icon

Capstone Investment Advisors’s Marcus & Millichap MMI Stock Holding History

Capstone Investment Advisors’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,722
Closed -$228K – 1042
2016
Q3 		$228K Buy
+8,722
New +$231K 0.01% 660

Other funds holding MMI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Capstone Investment Advisors's MMI Position: Q4 2016 in Review

Capstone Investment Advisors sold out of Marcus & Millichap (MMI) in Q4 2016, closing a stake of 8,722 shares — an estimated $228K sold.

Capstone Investment Advisors first reported a position in MMI in Q3 2016 and held it in 1 quarter. The position peaked at $228K in Q3 2016. 109 funds tracked by Wall St. Rank hold MMI as of Q4 2016.

  • Capstone Investment Advisors reported no remaining Marcus & Millichap position as of Q4 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,722 Marcus & Millichap shares in Q4 2016, an estimated $228K.
  • Capstone Investment Advisors first reported a position in Marcus & Millichap in Q3 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Marcus & Millichap position peaked at $228K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2016.

Based on Capstone Investment Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.