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Fort Point Capital Partners’s Marcus & Millichap MMI Stock Holding History

Fort Point Capital 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
2016
Q4 		– Sell
-16,681
Closed -$436K – 133
2016
Q3 		$436K Sell
16,681
-10,000
-37% -$265K 0.2% 80
2016
Q2 		$678K Sell
26,681
-12,527
-32% -$316K 0.33% 58
2016
Q1 		$995K Buy
+39,208
New +$919K 0.51% 41

Other funds holding MMI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Fort Point Capital Partners's MMI Position: Q4 2016 in Review

Fort Point Capital Partners sold out of Marcus & Millichap (MMI) in Q4 2016, closing a stake of 16,681 shares — an estimated $436K sold.

Fort Point Capital Partners first reported a position in MMI in Q1 2016 and held it in 3 quarters. The position peaked at $995K in Q1 2016. 109 funds tracked by Wall St. Rank hold MMI as of Q4 2016.

  • Fort Point Capital Partners reported no remaining Marcus & Millichap position as of Q4 2016 after selling out during the quarter.
  • Fort Point Capital Partners sold 16,681 Marcus & Millichap shares in Q4 2016, an estimated $436K.
  • Fort Point Capital Partners first reported a position in Marcus & Millichap in Q1 2016 and held it in 3 quarters.
  • Fort Point Capital Partners's Marcus & Millichap position peaked at $995K in Q1 2016.
  • 109 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.