CWM
MRVL icon

Confluence Wealth Management’s Marvell Technology MRVL Stock Holding History

Confluence Wealth Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-79,625
Closed -$1.07M – 92
2014
Q3 		$1.07M Sell
79,625
-811
-1% -$11.2K 0.73% 48
2014
Q2 		$1.15M Sell
80,436
-577
-0.7% -$8.88K 0.66% 48
2014
Q1 		$1.28M Buy
+81,013
New +$1.24M 0.96% 39

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Confluence Wealth Management's MRVL Position: Q4 2014 in Review

Confluence Wealth Management sold out of Marvell Technology (MRVL) in Q4 2014, closing a stake of 79,625 shares — an estimated $1.07M sold.

Confluence Wealth Management first reported a position in MRVL in Q1 2014 and held it in 3 quarters. The position peaked at $1.28M in Q1 2014. 322 funds tracked by Wall St. Rank hold MRVL as of Q4 2014.

  • Confluence Wealth Management reported no remaining Marvell Technology position as of Q4 2014 after selling out during the quarter.
  • Confluence Wealth Management sold 79,625 Marvell Technology shares in Q4 2014, an estimated $1.07M.
  • Confluence Wealth Management first reported a position in Marvell Technology in Q1 2014 and held it in 3 quarters.
  • Confluence Wealth Management's Marvell Technology position peaked at $1.28M in Q1 2014.
  • 322 funds tracked by Wall St. Rank held Marvell Technology as of Q4 2014.

Based on Confluence Wealth Management's 13F filing for Q4 2014, filed 9 Feb 2015.