FIM
MKTAY

Freedom Investment Management’s MAKITA CORP SPONS ADR MKTAY Stock Holding History

Freedom Investment Management’s Portfolio MKTAY Stock Details MKTAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-31,428
Closed -$1.56M – 1218
2018
Q1 		$1.56M Buy
31,428
+2,352
+8% +$117K 0.08% 236
2017
Q4 		$1.23M Buy
29,076
+3,680
+14% +$155K 0.06% 285
2017
Q3 		$1.03M Buy
25,396
+3,772
+17% +$153K 0.06% 325
2017
Q2 		$802K Buy
21,624
+13,057
+152% +$484K 0.05% 397
2017
Q1 		$600K Buy
8,567
+3,418
+66% +$239K 0.03% 480
2016
Q4 		$345K Buy
5,149
+2,357
+84% +$158K 0.02% 631
2016
Q3 		$201K Buy
+2,792
New +$201K 0.01% 828

Other funds holding MKTAY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Freedom Investment Management's MKTAY Position: Q2 2018 in Review

Freedom Investment Management sold out of MAKITA CORP SPONS ADR (MKTAY) in Q2 2018, closing a stake of 31,428 shares — an estimated $1.56M sold.

Freedom Investment Management first reported a position in MKTAY in Q3 2016 and held it in 7 quarters. The position peaked at $1.56M in Q1 2018. 11 funds tracked by Wall St. Rank hold MKTAY as of Q2 2018.

  • Freedom Investment Management reported no remaining MAKITA CORP SPONS ADR position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 31,428 MAKITA CORP SPONS ADR shares in Q2 2018, an estimated $1.56M.
  • Freedom Investment Management first reported a position in MAKITA CORP SPONS ADR in Q3 2016 and held it in 7 quarters.
  • Freedom Investment Management's MAKITA CORP SPONS ADR position peaked at $1.56M in Q1 2018.
  • 11 funds tracked by Wall St. Rank held MAKITA CORP SPONS ADR as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.