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Cypress Wealth Services’s Mohawk Industries MHK Stock Holding History

Cypress Wealth Services’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,930
Closed -$285K – 264
2019
Q2 		$285K Hold
1,930
– – 0.08% 197
2019
Q1 		$243K Buy
+1,930
New +$251K 0.08% 211

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Cypress Wealth Services's MHK Position: Q3 2019 in Review

Cypress Wealth Services sold out of Mohawk Industries (MHK) in Q3 2019, closing a stake of 1,930 shares — an estimated $285K sold.

Cypress Wealth Services first reported a position in MHK in Q1 2019 and held it in 2 quarters. The position peaked at $285K in Q2 2019. 450 funds tracked by Wall St. Rank hold MHK as of Q3 2019.

  • Cypress Wealth Services reported no remaining Mohawk Industries position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 1,930 Mohawk Industries shares in Q3 2019, an estimated $285K.
  • Cypress Wealth Services first reported a position in Mohawk Industries in Q1 2019 and held it in 2 quarters.
  • Cypress Wealth Services's Mohawk Industries position peaked at $285K in Q2 2019.
  • 450 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.