CIA
MZTI

Choate Investment Advisors’s The Marzetti Company MZTI Stock Holding History

Choate Investment Advisors’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,385
Closed -$739K – 294
2013
Q4 		$739K Hold
8,385
– – 0.05% 144
2013
Q3 		$656K Hold
8,385
– – 0.05% 144
2013
Q2 		$654K Buy
+8,385
New +$670K 0.05% 144

Other funds holding MZTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Choate Investment Advisors's MZTI Position: Q1 2014 in Review

Choate Investment Advisors sold out of The Marzetti Company (MZTI) in Q1 2014, closing a stake of 8,385 shares — an estimated $739K sold.

Choate Investment Advisors first reported a position in MZTI in Q2 2013 and held it in 3 quarters. The position peaked at $739K in Q4 2013. 154 funds tracked by Wall St. Rank hold MZTI as of Q1 2014.

  • Choate Investment Advisors reported no remaining The Marzetti Company position as of Q1 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 8,385 The Marzetti Company shares in Q1 2014, an estimated $739K.
  • Choate Investment Advisors first reported a position in The Marzetti Company in Q2 2013 and held it in 3 quarters.
  • Choate Investment Advisors's The Marzetti Company position peaked at $739K in Q4 2013.
  • 154 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2014.

Based on Choate Investment Advisors's 13F filing for Q1 2014, filed 15 May 2014.