FI
MXIM

FormulaFolio Investments’s Maxim Integrated Products MXIM Stock Holding History

FormulaFolio Investments’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,463
Closed -$547K – 272
2017
Q3 		$547K Buy
11,463
+519
+5% +$23.8K 0.04% 126
2017
Q2 		$491K Buy
+10,944
New +$503K 0.04% 129

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's MXIM Position: Q4 2017 in Review

FormulaFolio Investments sold out of Maxim Integrated Products (MXIM) in Q4 2017, closing a stake of 11,463 shares — an estimated $547K sold.

FormulaFolio Investments first reported a position in MXIM in Q2 2017 and held it in 2 quarters. The position peaked at $547K in Q3 2017. 494 funds tracked by Wall St. Rank hold MXIM as of Q4 2017.

  • FormulaFolio Investments reported no remaining Maxim Integrated Products position as of Q4 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 11,463 Maxim Integrated Products shares in Q4 2017, an estimated $547K.
  • FormulaFolio Investments first reported a position in Maxim Integrated Products in Q2 2017 and held it in 2 quarters.
  • FormulaFolio Investments's Maxim Integrated Products position peaked at $547K in Q3 2017.
  • 494 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2017.

Based on FormulaFolio Investments's 13F filing for Q4 2017, filed 13 Feb 2018.