Genovese Burford & Brothers Wealth & Retirement Plan Management’s Marcus & Millichap MMI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-555	Closed	-$22K	–	253
2018 Q2	$22K	Hold	555	–	–	0.01%	240
2018 Q1	$20K	Buy	+555	New	+$18.1K	0.01%	256
2017 Q4	–	Sell	-555	Closed	-$14K	–	373
2017 Q3	$14K	Hold	555	–	–	0.01%	262
2017 Q2	$14K	Hold	555	–	–	0.01%	253
2017 Q1	$14K	Buy	+555	New	+$14.4K	0.01%	270

Other funds holding MMI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's MMI Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Marcus & Millichap (MMI) in Q3 2018, closing a stake of 555 shares — an estimated $22K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MMI in Q1 2017 and held it in 5 quarters. The position peaked at $22K in Q2 2018. 163 funds tracked by Wall St. Rank hold MMI as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Marcus & Millichap position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 555 Marcus & Millichap shares in Q3 2018, an estimated $22K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Marcus & Millichap in Q1 2017 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Marcus & Millichap position peaked at $22K in Q2 2018.
163 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.