Chartwell Investment Partners’s MarineMax HZO Stock Holding History

Chartwell Investment Partners’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
2016 Q4	–	Sell	-2,301,393	Closed	-$48.2M	–	429
2016 Q3	$48.2M	Sell	2,301,393 -217,480	-9%	-$4.27M	0.86%	24
2016 Q2	$42.7M	Sell	2,518,873 -29,965	-1%	-$523K	0.76%	32
2016 Q1	$49.6M	Buy	2,548,838 +307,300	+14%	+$5.28M	0.94%	32
2015 Q4	$41.3M	Buy	2,241,538 +151,722	+7%	+$2.52M	0.85%	31
2015 Q3	$29.5M	Buy	2,089,816 +541,167	+35%	+$9.52M	0.63%	40
2015 Q2	$36.4M	Buy	1,548,649 +776,176	+100%	+$18.6M	0.71%	39
2015 Q1	$20.5M	Buy	772,473 +187,598	+32%	+$4.58M	0.4%	91
2014 Q4	$11.7M	Buy	+584,875	New	+$10.7M	0.24%	174

Other funds holding HZO

EAM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Chartwell Investment Partners's HZO Position: Q4 2016 in Review

Chartwell Investment Partners sold out of MarineMax (HZO) in Q4 2016, closing a stake of 2,301,393 shares — an estimated $48.2M sold.

Chartwell Investment Partners first reported a position in HZO in Q4 2014 and held it in 8 quarters. The position peaked at $49.6M in Q1 2016. 154 funds tracked by Wall St. Rank hold HZO as of Q4 2016.

Chartwell Investment Partners reported no remaining MarineMax position as of Q4 2016 after selling out during the quarter.
Chartwell Investment Partners sold 2,301,393 MarineMax shares in Q4 2016, an estimated $48.2M.
Chartwell Investment Partners first reported a position in MarineMax in Q4 2014 and held it in 8 quarters.
Chartwell Investment Partners's MarineMax position peaked at $49.6M in Q1 2016.
154 funds tracked by Wall St. Rank held MarineMax as of Q4 2016.

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