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Coe Capital Management’s MKS Inc MKSI Stock Holding History

Coe Capital Management’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
2013
Q3 		– Sell
-49,706
Closed -$1.32M – 145
2013
Q2 		$1.32M Buy
+49,706
New +$1.34M 0.51% 61

Other funds holding MKSI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Coe Capital Management's MKSI Position: Q3 2013 in Review

Coe Capital Management sold out of MKS Inc (MKSI) in Q3 2013, closing a stake of 49,706 shares — an estimated $1.32M sold.

Coe Capital Management first reported a position in MKSI in Q2 2013 and held it in 1 quarter. The position peaked at $1.32M in Q2 2013. 142 funds tracked by Wall St. Rank hold MKSI as of Q3 2013.

  • Coe Capital Management reported no remaining MKS Inc position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 49,706 MKS Inc shares in Q3 2013, an estimated $1.32M.
  • Coe Capital Management first reported a position in MKS Inc in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's MKS Inc position peaked at $1.32M in Q2 2013.
  • 142 funds tracked by Wall St. Rank held MKS Inc as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.