COPM
MRTN icon

Charter Oak Partners Management’s Marten Transport MRTN Stock Holding History

Charter Oak Partners Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.18M Sell
446,795
-214,778
-32% -$1.74M 2.4% 18
2014
Q2 		$5.91M Sell
661,573
-15,030
-2% -$137K 3.21% 13
2014
Q1 		$5.82M Hold
676,603
– – 4.19% 11
2013
Q4 		$5.46M Sell
676,603
-2,287
-0.3% -$16.6K 3.87% 9
2013
Q3 		$4.66M Hold
678,890
– – 3.67% 12
2013
Q2 		$4.25M Buy
+678,890
New +$3.98M 3.42% 11

Other funds holding MRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Oak Partners Management's MRTN Position: Q3 2014 in Review

Charter Oak Partners Management reduced its Marten Transport (MRTN) stake by 32% in Q3 2014, selling an estimated $1.74M and leaving 446,795 shares worth $3.18M. The position accounts for 2.4% of the portfolio, ranked #18.

Charter Oak Partners Management first reported a position in MRTN in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.91M in Q2 2014. 124 funds tracked by Wall St. Rank hold MRTN as of Q3 2014.

  • Charter Oak Partners Management held 446,795 shares of Marten Transport worth $3.18M as of Q3 2014.
  • Charter Oak Partners Management sold 214,778 Marten Transport shares in Q3 2014, an estimated $1.74M.
  • Marten Transport made up 2.4% of Charter Oak Partners Management's portfolio in Q3 2014, its #18 holding.
  • Charter Oak Partners Management first reported a position in Marten Transport in Q2 2013 and has held it in 6 quarters since.
  • Charter Oak Partners Management's Marten Transport position peaked at $5.91M in Q2 2014.
  • 124 funds tracked by Wall St. Rank held Marten Transport as of Q3 2014.

Based on Charter Oak Partners Management's 13F filing for Q3 2014, filed 13 Nov 2014.