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Executive Wealth Management’s Microchip Technology MCHP Stock Holding History

Executive Wealth Management’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,922
Closed -$83K – 516
2019
Q2 		$83K Buy
1,922
+8
+0.4% +$355 0.01% 231
2019
Q1 		$79K Hold
1,914
– – 0.01% 217
2018
Q4 		$69K Buy
+1,914
New +$67.6K 0.01% 238

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Executive Wealth Management's MCHP Position: Q3 2019 in Review

Executive Wealth Management sold out of Microchip Technology (MCHP) in Q3 2019, closing a stake of 1,922 shares — an estimated $83K sold.

Executive Wealth Management first reported a position in MCHP in Q4 2018 and held it in 3 quarters. The position peaked at $83K in Q2 2019. 775 funds tracked by Wall St. Rank hold MCHP as of Q3 2019.

  • Executive Wealth Management reported no remaining Microchip Technology position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,922 Microchip Technology shares in Q3 2019, an estimated $83K.
  • Executive Wealth Management first reported a position in Microchip Technology in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Microchip Technology position peaked at $83K in Q2 2019.
  • 775 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.