Heritage Wealth Advisors’s MAKITA CORP SPONS ADR MKTAY Stock Holding History

Heritage Wealth Advisors’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
2019 Q2	–	Sell	-32	Closed	-$1.11K	–	498
2019 Q1	$1.11K	Hold	32	–	–	﹤0.01%	422
2018 Q4	$1K	Hold	32	–	–	﹤0.01%	383
2018 Q3	$1K	Buy	+32	New	+$1K	﹤0.01%	380

Other funds holding MKTAY

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Heritage Wealth Advisors's MKTAY Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of MAKITA CORP SPONS ADR (MKTAY) in Q2 2019, closing a stake of 32 shares — an estimated $1.11K sold.

Heritage Wealth Advisors first reported a position in MKTAY in Q3 2018 and held it in 3 quarters. The position peaked at $1.11K in Q1 2019. 7 funds tracked by Wall St. Rank hold MKTAY as of Q2 2019.

Heritage Wealth Advisors reported no remaining MAKITA CORP SPONS ADR position as of Q2 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 32 MAKITA CORP SPONS ADR shares in Q2 2019, an estimated $1.11K.
Heritage Wealth Advisors first reported a position in MAKITA CORP SPONS ADR in Q3 2018 and held it in 3 quarters.
Heritage Wealth Advisors's MAKITA CORP SPONS ADR position peaked at $1.11K in Q1 2019.
7 funds tracked by Wall St. Rank held MAKITA CORP SPONS ADR as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.