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Fortis Advisors’s MKS Inc MKSI Stock Holding History

Fortis Advisors’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,894
Closed -$318K – 358
2019
Q4 		$318K Hold
2,894
– – 0.19% 70
2019
Q3 		$267K Buy
2,894
+192
+7% +$15.9K 0.13% 81
2019
Q2 		$210K Buy
2,702
+62
+2% +$5.24K 0.1% 110
2019
Q1 		$246K Hold
2,640
– – 0.13% 79
2018
Q4 		$171K Buy
+2,640
New +$191K 0.1% 113

Other funds holding MKSI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortis Advisors's MKSI Position: Q1 2020 in Review

Fortis Advisors sold out of MKS Inc (MKSI) in Q1 2020, closing a stake of 2,894 shares — an estimated $318K sold.

Fortis Advisors first reported a position in MKSI in Q4 2018 and held it in 5 quarters. The position peaked at $318K in Q4 2019. 309 funds tracked by Wall St. Rank hold MKSI as of Q1 2020.

  • Fortis Advisors reported no remaining MKS Inc position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 2,894 MKS Inc shares in Q1 2020, an estimated $318K.
  • Fortis Advisors first reported a position in MKS Inc in Q4 2018 and held it in 5 quarters.
  • Fortis Advisors's MKS Inc position peaked at $318K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held MKS Inc as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.