Heritage Trust’s Maxim Integrated Products MXIM Stock Holding History

Heritage Trust’s Portfolio MXIM Stock Details MXIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-109	Closed	-$5K	–	429
2017 Q3	$5K	Buy	+109	New	+$5K	﹤0.01%	333

Other funds holding MXIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Trust's MXIM Position: Q4 2017 in Review

Heritage Trust sold out of Maxim Integrated Products (MXIM) in Q4 2017, closing a stake of 109 shares — an estimated $5K sold.

Heritage Trust first reported a position in MXIM in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 494 funds tracked by Wall St. Rank hold MXIM as of Q4 2017.

Heritage Trust reported no remaining Maxim Integrated Products position as of Q4 2017 after selling out during the quarter.
Heritage Trust sold 109 Maxim Integrated Products shares in Q4 2017, an estimated $5K.
Heritage Trust first reported a position in Maxim Integrated Products in Q3 2017 and held it in 1 quarter.
Heritage Trust's Maxim Integrated Products position peaked at $5K in Q3 2017.
494 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q4 2017.

Based on Heritage Trust's 13F filing for Q4 2017, filed 12 Feb 2018.