Cavalier Investments’s MKS Inc MKSI Stock Holding History

Cavalier Investments’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
2017 Q4	–	Sell	-2,500	Closed	-$236K	–	162
2017 Q3	$236K	Buy	+2,500	New	+$204K	0.11%	132

Other funds holding MKSI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cavalier Investments's MKSI Position: Q4 2017 in Review

Cavalier Investments sold out of MKS Inc (MKSI) in Q4 2017, closing a stake of 2,500 shares — an estimated $236K sold.

Cavalier Investments first reported a position in MKSI in Q3 2017 and held it in 1 quarter. The position peaked at $236K in Q3 2017. 363 funds tracked by Wall St. Rank hold MKSI as of Q4 2017.

Cavalier Investments reported no remaining MKS Inc position as of Q4 2017 after selling out during the quarter.
Cavalier Investments sold 2,500 MKS Inc shares in Q4 2017, an estimated $236K.
Cavalier Investments first reported a position in MKS Inc in Q3 2017 and held it in 1 quarter.
Cavalier Investments's MKS Inc position peaked at $236K in Q3 2017.
363 funds tracked by Wall St. Rank held MKS Inc as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.