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Freedom Investment Management’s Marcus Corp MCS Stock Holding History

Freedom Investment Management’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,960
Closed -$300K – 1173
2017
Q4 		$300K Buy
10,960
+2,424
+28% +$66.8K 0.02% 887
2017
Q3 		$236K Buy
+8,536
New +$229K 0.01% 952
2017
Q1 		– Sell
-6,988
Closed -$220K – 1089
2016
Q4 		$220K Buy
+6,988
New +$198K 0.01% 855

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Freedom Investment Management's MCS Position: Q1 2018 in Review

Freedom Investment Management sold out of Marcus Corp (MCS) in Q1 2018, closing a stake of 10,960 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in MCS in Q4 2016 and held it in 3 quarters. The position peaked at $300K in Q4 2017. 149 funds tracked by Wall St. Rank hold MCS as of Q1 2018.

  • Freedom Investment Management reported no remaining Marcus Corp position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,960 Marcus Corp shares in Q1 2018, an estimated $300K.
  • Freedom Investment Management first reported a position in Marcus Corp in Q4 2016 and held it in 3 quarters.
  • Freedom Investment Management's Marcus Corp position peaked at $300K in Q4 2017.
  • 149 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.