CFA
MINI

Carroll Financial Associates’s Mobile Mini Inc MINI Stock Holding History

Carroll Financial Associates’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-170
Closed -$5K – 1181
2015
Q3 		$5K Buy
170
+24
+16% +$848 ﹤0.01% 865
2015
Q2 		$6K Buy
+146
New +$5.98K ﹤0.01% 834

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Carroll Financial Associates's MINI Position: Q4 2015 in Review

Carroll Financial Associates sold out of Mobile Mini Inc (MINI) in Q4 2015, closing a stake of 170 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in MINI in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 160 funds tracked by Wall St. Rank hold MINI as of Q4 2015.

  • Carroll Financial Associates reported no remaining Mobile Mini Inc position as of Q4 2015 after selling out during the quarter.
  • Carroll Financial Associates sold 170 Mobile Mini Inc shares in Q4 2015, an estimated $5K.
  • Carroll Financial Associates first reported a position in Mobile Mini Inc in Q2 2015 and held it in 2 quarters.
  • Carroll Financial Associates's Mobile Mini Inc position peaked at $6K in Q2 2015.
  • 160 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q4 2015.

Based on Carroll Financial Associates's 13F filing for Q4 2015, filed 12 Jan 2016.