CAM
MINI

Concorde Asset Management’s Mobile Mini Inc MINI Stock Holding History

Concorde Asset Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,737
Closed -$232K – 162
2017
Q3 		$232K Buy
+6,737
New +$207K 0.2% 125
2015
Q2 		– Sell
-4,785
Closed -$204K – 132
2015
Q1 		$204K Sell
4,785
-805
-14% -$32.1K 0.23% 104
2014
Q4 		$226K Buy
+5,590
New +$226K 0.28% 79

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concorde Asset Management's MINI Position: Q4 2017 in Review

Concorde Asset Management sold out of Mobile Mini Inc (MINI) in Q4 2017, closing a stake of 6,737 shares — an estimated $232K sold.

Concorde Asset Management first reported a position in MINI in Q4 2014 and held it in 3 quarters. The position peaked at $232K in Q3 2017. 178 funds tracked by Wall St. Rank hold MINI as of Q4 2017.

  • Concorde Asset Management reported no remaining Mobile Mini Inc position as of Q4 2017 after selling out during the quarter.
  • Concorde Asset Management sold 6,737 Mobile Mini Inc shares in Q4 2017, an estimated $232K.
  • Concorde Asset Management first reported a position in Mobile Mini Inc in Q4 2014 and held it in 3 quarters.
  • Concorde Asset Management's Mobile Mini Inc position peaked at $232K in Q3 2017.
  • 178 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q4 2017.

Based on Concorde Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.