Emerald Mutual Fund Advisers Trust’s MarineMax HZO Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-266,214	Closed	-$5.15M	–	275
2016 Q4	$5.15M	Sell	266,214 -227,520	-46%	-$4.4M	0.25%	128
2016 Q3	$10.3M	Sell	493,734 -108,451	-18%	-$2.13M	0.53%	79
2016 Q2	$10.2M	Hold	602,185	–	–	0.57%	70
2016 Q1	$11.7M	Sell	602,185 -27,097	-4%	-$466K	0.66%	61
2015 Q4	$11.6M	Buy	629,282 +138,567	+28%	+$2.3M	0.61%	67
2015 Q3	$6.93M	Sell	490,715 -56,399	-10%	-$992K	0.45%	86
2015 Q2	$12.9M	Buy	547,114 +41,911	+8%	+$1.01M	0.99%	33
2015 Q1	$11.9M	Buy	505,203 +50,490	+11%	+$1.23M	0.98%	34
2014 Q4	$9.12M	Sell	454,713 -2,200	-0.5%	-$40.3K	0.79%	48
2014 Q3	$7.7M	Hold	456,913	–	–	0.74%	53
2014 Q2	$7.65M	Buy	+456,913	New	+$7.21M	0.7%	54

Other funds holding HZO

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

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

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's HZO Position: Q1 2017 in Review

Emerald Mutual Fund Advisers Trust sold out of MarineMax (HZO) in Q1 2017, closing a stake of 266,214 shares — an estimated $5.15M sold.

Emerald Mutual Fund Advisers Trust first reported a position in HZO in Q2 2014 and held it in 11 quarters. The position peaked at $12.9M in Q2 2015. 142 funds tracked by Wall St. Rank hold HZO as of Q1 2017.

Emerald Mutual Fund Advisers Trust reported no remaining MarineMax position as of Q1 2017 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 266,214 MarineMax shares in Q1 2017, an estimated $5.15M.
Emerald Mutual Fund Advisers Trust first reported a position in MarineMax in Q2 2014 and held it in 11 quarters.
Emerald Mutual Fund Advisers Trust's MarineMax position peaked at $12.9M in Q2 2015.
142 funds tracked by Wall St. Rank held MarineMax as of Q1 2017.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2017, filed 28 Apr 2017.