Convergence Investment Partners’s Marcus & Millichap MMI Stock Holding History

Convergence Investment Partners’s Portfolio MMI Stock Details MMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,497	Closed	-$468K	–	345
2018 Q3	$468K	Sell	13,497 -12,227	-48%	-$464K	0.1%	229
2018 Q2	$1M	Buy	+25,724	New	+$949K	0.14%	195
2015 Q1	–	Sell	-50,270	Closed	-$1.67M	–	391
2014 Q4	$1.67M	Buy	+50,270	New	+$1.55M	0.22%	157

Other funds holding MMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Convergence Investment Partners's MMI Position: Q4 2018 in Review

Convergence Investment Partners sold out of Marcus & Millichap (MMI) in Q4 2018, closing a stake of 13,497 shares — an estimated $468K sold.

Convergence Investment Partners first reported a position in MMI in Q4 2014 and held it in 3 quarters. The position peaked at $1.67M in Q4 2014. 177 funds tracked by Wall St. Rank hold MMI as of Q4 2018.

Convergence Investment Partners reported no remaining Marcus & Millichap position as of Q4 2018 after selling out during the quarter.
Convergence Investment Partners sold 13,497 Marcus & Millichap shares in Q4 2018, an estimated $468K.
Convergence Investment Partners first reported a position in Marcus & Millichap in Q4 2014 and held it in 3 quarters.
Convergence Investment Partners's Marcus & Millichap position peaked at $1.67M in Q4 2014.
177 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2018.

Based on Convergence Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.