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Howe & Rusling’s MarineMax HZO Stock Holding History

Howe & Rusling’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,294
Closed -$22K – 1074
2016
Q2 		$22K Sell
1,294
-763
-37% -$13.3K ﹤0.01% 327
2016
Q1 		$40K Sell
2,057
-729
-26% -$12.5K 0.01% 298
2015
Q4 		$51K Buy
2,786
+866
+45% +$14.4K 0.01% 267
2015
Q3 		$27K Buy
1,920
+430
+29% +$7.56K 0.01% 343
2015
Q2 		$35K Sell
1,490
-160
-10% -$3.84K 0.01% 337
2015
Q1 		$44K Sell
1,650
-2,945
-64% -$72K 0.01% 302
2014
Q4 		$92K Sell
4,595
-80
-2% -$1.47K 0.02% 211
2014
Q3 		$79K Hold
4,675
– – 0.02% 235
2014
Q2 		$78K Sell
4,675
-200
-4% -$3.15K 0.02% 249
2014
Q1 		$74K Buy
4,875
+675
+16% +$10.2K 0.02% 255
2013
Q4 		$68K Buy
4,200
+525
+14% +$7.92K 0.02% 257
2013
Q3 		$45K Buy
3,675
+625
+20% +$7.47K 0.02% 341
2013
Q2 		$35K Buy
+3,050
New +$37K 0.01% 397

Other funds holding HZO

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Howe & Rusling's HZO Position: Q3 2016 in Review

Howe & Rusling sold out of MarineMax (HZO) in Q3 2016, closing a stake of 1,294 shares — an estimated $22K sold.

Howe & Rusling first reported a position in HZO in Q2 2013 and held it in 13 quarters. The position peaked at $92K in Q4 2014. 143 funds tracked by Wall St. Rank hold HZO as of Q3 2016.

  • Howe & Rusling reported no remaining MarineMax position as of Q3 2016 after selling out during the quarter.
  • Howe & Rusling sold 1,294 MarineMax shares in Q3 2016, an estimated $22K.
  • Howe & Rusling first reported a position in MarineMax in Q2 2013 and held it in 13 quarters.
  • Howe & Rusling's MarineMax position peaked at $92K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held MarineMax as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.