HR
HZO icon

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 – 1075
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 $481B AUM 30.42% 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 $197M AUM 86.77% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return