HFS
MKSI icon

HL Financial Services’s MKS Inc MKSI Stock Holding History

HL Financial Services’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$3.01M Sell
32,360
-387
-1% -$31.2K 0.05% 242
2018
Q4 		$2.12M Buy
32,747
+807
+3% +$58.3K 0.04% 260
2018
Q3 		$2.56M Sell
31,940
-29,112
-48% -$2.66M 0.04% 257
2018
Q2 		$5.84M Buy
61,052
+24,835
+69% +$2.71M 0.1% 124
2018
Q1 		$4.19M Sell
36,217
-2,093
-5% -$230K 0.07% 179
2017
Q4 		$3.62M Buy
+38,310
New +$3.82M 0.07% 169

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HL Financial Services's MKSI Position: Q1 2019 in Review

HL Financial Services reduced its MKS Inc (MKSI) stake by 1.2% in Q1 2019, selling an estimated $31.2K and leaving 32,360 shares worth $3.01M. The position accounts for 0.05% of the portfolio, ranked #242.

HL Financial Services first reported a position in MKSI in Q4 2017 and has held it in 6 quarters since. The position peaked at $5.84M in Q2 2018. 333 funds tracked by Wall St. Rank hold MKSI as of Q1 2019.

  • HL Financial Services held 32,360 shares of MKS Inc worth $3.01M as of Q1 2019.
  • HL Financial Services sold 387 MKS Inc shares in Q1 2019, an estimated $31.2K.
  • MKS Inc made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #242 holding.
  • HL Financial Services first reported a position in MKS Inc in Q4 2017 and has held it in 6 quarters since.
  • HL Financial Services's MKS Inc position peaked at $5.84M in Q2 2018.
  • 333 funds tracked by Wall St. Rank held MKS Inc as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.