HGWM
MINI

Harvest Group Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Harvest Group Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-75
Closed -$2K – 1162
2019
Q4 		$2K Hold
75
– – ﹤0.01% 694
2019
Q3 		$3K Buy
75
+30
+67% +$979 ﹤0.01% 620
2019
Q2 		$1K Hold
45
– – ﹤0.01% 873
2019
Q1 		$2K Buy
+45
New +$1.6K ﹤0.01% 710

Other funds holding MINI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Harvest Group Wealth Management's MINI Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Mobile Mini Inc (MINI) in Q1 2020, closing a stake of 75 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in MINI in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 177 funds tracked by Wall St. Rank hold MINI as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Mobile Mini Inc position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 75 Mobile Mini Inc shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Mobile Mini Inc in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Mobile Mini Inc position peaked at $3K in Q3 2019.
  • 177 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.